Where can I go to clear things up with a trust attorney?
The phone slipped from my grasp, clattering onto the hardwood floor. A wave of dizziness washed over me as I …
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Where do I look for verified estate planning professionals near me?
The phone slipped from my trembling hand, clattering onto the hardwood floor. My grandmother’s words echoed in my ears, “It’s …
Who gets assigned to problems like estate planning disputes near me?
The dusty box sat in the corner of the attic, untouched for decades. Inside lay a jumbled collection of papers: …
Can a bypass trust continue if the surviving spouse becomes incapacitated?
The question of whether a bypass trust, also known as a credit shelter trust or an A-B trust, can continue …
Can a bypass trust compensate an independent investment committee?
The question of whether a bypass trust can compensate an independent investment committee is complex, deeply rooted in the nuances …
Can a bypass trust be used to provide for stepchildren?
The question of whether a bypass trust can be effectively used to provide for stepchildren is a common one, particularly …
Can a bypass trust be used to fund post-divorce spousal obligations?
The question of whether a bypass trust can be effectively utilized to fund post-divorce spousal obligations—like alimony or spousal support—is …
Can a bypass trust be transitioned into a donor-advised fund upon termination?
The question of transitioning a bypass trust into a donor-advised fund (DAF) upon termination is a complex one, steeped in …
Can a bypass trust be structured as a dynasty trust?
The intersection of bypass trusts and dynasty trusts presents a sophisticated estate planning strategy, and the answer is generally yes, …