Can the trust invest in family-owned social enterprises?
The question of whether a trust can invest in family-owned social enterprises is a surprisingly complex one, deeply rooted in …
Can the trust include privacy education for safe social media use?
In an increasingly digital world, the concept of a trust extending beyond financial and tangible assets is gaining traction. Traditionally, …
Can the trust include funds for therapy animals or veterinary care?
The question of whether a trust can include funds for therapy animals or veterinary care is a common one, particularly …
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If there is a will, it is necessary to “prove” the will unless it qualifies as a “self-proving” will. First, …
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In a will, there are no conditions to these gifts. That’s what revocable means. This is a legal document that …
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Generation-skipping trusts are liable for taxation if the amount transferred exceeds a certain annually adjusted threshold ($11.7 million in 2021). …
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