How do state-specific inheritance tax exemptions impact testamentary trusts?
The interplay between state inheritance tax exemptions and testamentary trusts is a complex area of estate planning, often overlooked but …
Can I avoid Medicaid payback with a third-party trust?
The question of protecting assets while planning for potential long-term care needs, specifically concerning Medicaid payback, is a common concern …
Can testamentary trusts be used to hold equity in private startups?
Testamentary trusts, established through a will and taking effect after death, present a unique, though potentially complex, avenue for holding …
Can I use the trust to enforce healthy lifestyle incentives?
The concept of using a trust to incentivize, or even *enforce*, healthy lifestyle choices is a fascinating and increasingly discussed …
How is a testamentary trust enforced?
A testamentary trust, created within a will, springs into existence upon the grantor’s death and is governed by its specific …
Can I make annual charitable gifts a condition of heir distributions?
The desire to instill values and continue philanthropic endeavors beyond one’s lifetime is a common aspiration, and many clients ask …
Where can I appeal a denied probate petition?
The gavel slammed down, echoing through the sterile courtroom. My stomach clenched. The judge’s words were a hammer blow: “Denied.” …
How Can a Revocable Living Trust Help Protect My Assets?
The phone slipped from my grasp, clattering onto the hardwood floor. The news was devastating. My father, the anchor of …
What supporting documents should I provide for a trust dispute?
The phone buzzed insistently on my desk, startling me from my reverie. It was Mrs. Garcia, her voice tinged with …
What’s the Correct Fix for Outdated Will Language Near By?
The musty attic air hung thick with dust motes dancing in the sliver of sunlight piercing through a cracked windowpane. …