Can I prevent trust access for heirs who contest the arrangement?
The question of disincentivizing trust contests is a common concern for many trust creators, often referred to as Settlors, here …
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Can I prevent duplicate distribution of assets through poor recordkeeping?
The question of preventing duplicate distribution of assets is paramount in estate planning, and particularly relevant when working with a …
Can I prevent a surviving spouse from changing distribution plans?
The question of whether you can prevent a surviving spouse from altering the distribution of assets within a trust is …
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Per capita benefits are equally distributed to all living beneficiaries, whereas per stirpes payments are distributed to living beneficiaries and …
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The federal tax on a generation-skipping transfer of wealth would apply only if the amount exceeded $5 million. If a …