What’s the most reliable way to handle legal heirship issues
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Can a bypass trust be funded by retirement account proceeds?
The question of whether a bypass trust—also known as a marital trust or an A-B trust—can be funded with retirement …
How do trusts work in community property states?
In community property states – Arizona, California, Idaho, Louisiana, Nevada, New Mexico, Texas, Washington, and Wisconsin – trusts offer a …
Can I require that heirs maintain a personal financial reserve before accessing the trust?
Yes, you absolutely can incorporate stipulations into your trust document that require heirs to maintain a personal financial reserve before …
Can a testamentary trust be used to support independent contractors in the family?
Testamentary trusts, established within a will and coming into effect after death, offer a flexible mechanism for providing long-term support …
Can a testamentary trust operate across tribal or indigenous jurisdictions?
The question of whether a testamentary trust can effectively operate across tribal or indigenous jurisdictions is complex, fraught with legal …
Can I structure trusts for international beneficiaries?
Yes, you absolutely can structure trusts for international beneficiaries, but it requires careful planning and consideration of both U.S. and …