Who Helps People Manage Complex Estate Issues Near By
The phone slipped from Sarah’s trembling hand, clattering onto the hardwood floor. Her aunt Margaret had passed away unexpectedly, leaving …
What tools can I use to fix trust administration problems?
The worn manila envelope sat on my desk, its edges frayed and yellowed with time. Inside were decades-old documents, a …
Can a trust be converted from first-party to third-party?
The transition from a first-party (also known as self-settled) trust to a third-party trust is a complex legal maneuver with …
Can a bypass trust include an inflation-adjustment clause for distributions?
The question of whether a bypass trust, also known as a credit shelter trust or an A-B trust (though less …
Can a bypass trust impact my eligibility for Medicaid?
Navigating the complexities of Medicaid eligibility while incorporating estate planning tools like bypass trusts requires careful consideration. A bypass trust, …
Can a bypass trust hold art or collectibles?
The question of whether a bypass trust, also known as a credit shelter trust, can hold art or collectibles is …
Can a bypass trust help avoid probate?
The question of probate avoidance is central to many estate planning conversations, and bypass trusts, also known as AB trusts …
Can a bypass trust fund legal expenses for estate disputes?
The question of whether a bypass trust can fund legal expenses for estate disputes is a surprisingly common one, and …
Can a bypass trust distribute principal to my children?
The question of whether a bypass trust – also known as a B trust or generation-skipping trust – can distribute …
Can a bypass trust distribute assets in the form of real estate instead of cash?
The question of whether a bypass trust – also known as a credit shelter trust or an exemption trust – …