Can a testamentary trust support open-source projects or software development?
Testamentary trusts, created through a will and taking effect after death, offer a surprising degree of flexibility in how assets …
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Can I use a trust for venture capital holdings?
The question of whether a trust can hold venture capital holdings is a complex one, often explored by high-net-worth individuals …
Can a bypass trust make joint disbursements to married beneficiaries?
The question of whether a bypass trust—also known as a credit shelter trust or an A-B trust—can make joint disbursements …
Can a charitable remainder trust be funded with cryptocurrency?
The question of whether a charitable remainder trust (CRT) can be funded with cryptocurrency is increasingly relevant as digital assets …
Can my trust be the beneficiary of another trust?
Yes, your trust can absolutely be the beneficiary of another trust, a strategy often employed in sophisticated estate planning to …
Can a CRT hold commodities or futures contracts?
Community Property Trusts (CRTs), a cornerstone of estate planning in California, are designed to manage assets for the benefit of …
Can the trustee withhold distributions?
The question of whether a trustee can withhold distributions from a trust is a common one, and the answer, unsurprisingly, …
Can the trust invest in startup equity or venture capital?
Trusts, while traditionally focused on more conservative investments like stocks, bonds, and real estate, *can* indeed invest in startup equity …
Can I separate healthcare and financial powers of attorney?
Yes, you absolutely can, and often it’s a wise decision to do so, allowing for focused representation and minimizing potential …
What is a trustee’s fiduciary duty?
A trustee’s fiduciary duty is the highest standard of care imposed by law, demanding unwavering loyalty, good faith, and diligent …