Can I fund a CRT through a charitable installment sale?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets, receive income for a set period, …
Can I fund a bypass trust with qualified retirement plan assets?
The question of whether you can fund a bypass trust—also known as a credit shelter trust or a B trust—with …
Can I Freeze Distributions During Criminal Investigations?
The question of whether distributions from a trust can be frozen during a criminal investigation is complex, hinging on numerous …
Can I exclude public assistance recipients from distributions?
The question of whether you can exclude beneficiaries receiving public assistance from trust distributions is complex, deeply rooted in the …
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