Do changes in tax law affect my trust?
The question of whether changes in tax law affect your trust is a crucial one for anyone with an existing …
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Can you provide examples of creative estate planning strategies?
Estate planning is often perceived as a straightforward process of drafting a will and perhaps establishing a simple trust. However, …
Can you help with estate planning for cryptocurrency and NFTs?
The burgeoning world of digital assets—cryptocurrencies and Non-Fungible Tokens (NFTs)—presents unique challenges to traditional estate planning. For decades, estate planning …
Can you help set up a trust specifically for education purposes?
Establishing an education trust, often called a Section 2503(c) trust or a College Trust, is a powerful way to secure …
Can you help me plan to pass on family vacation properties to multiple children fairly?
Planning the transfer of family vacation properties to multiple children requires careful consideration of legal, financial, and emotional factors. Often, …
Can you help me create a side letter of instruction to go along with my trust?
Creating a trust is a significant step in estate planning, but it’s often just one piece of the puzzle. Many …
Can you help ensure my wishes are honored if I become mentally incapacitated?
The question of ensuring your wishes are honored should you become mentally incapacitated is one of the most crucial aspects …
Do beneficiaries pay taxes on testamentary trust distributions?
Testamentary trusts, created through a will, present unique tax implications for beneficiaries receiving distributions. Unlike living trusts established during a …
Can the trustee withhold distributions?
The question of whether a trustee can withhold distributions from a trust is a frequent one for Ted Cook, a …
Can the trustee distribute only a portion of interest income?
Trust administration often presents nuanced questions, and the inquiry of whether a trustee can distribute only a portion of interest …