Can a CRT require annual visits by the charity to trust-managed property?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to a trust, receive income for …
Can the bypass trust require a beneficiary to reside in a particular country or state?
The question of whether a bypass trust—also known as a credit shelter trust or an A/B trust—can stipulate a beneficiary’s …
Can I make special arrangements for a beneficiary’s medical condition?
Navigating estate planning can be complex, and a common concern for many clients of Steve Bliss, Estate Planning Attorney in …
Can I require the trustee to file reports with a probate court?
The question of whether you can require a trustee to file reports with a probate court is a common one …
Can I create health benchmarks like BMI for accessing distributions?
The question of whether you can create health benchmarks, such as Body Mass Index (BMI), as conditions for accessing distributions …
Can the trust withhold funds during legal disputes?
The ability of a trust to withhold funds during legal disputes is a complex issue, deeply rooted in the trust …
Can I use a trust to mandate family business succession rules?
Family businesses are the backbone of the American economy, representing 90% of all businesses and employing nearly half of the …
Can a special needs trust subsidize therapeutic gardening infrastructure?
That’s a complex question with a surprisingly nuanced answer, as special needs trusts are designed to enhance the quality of …
Can I use the trust to support future family reunions?
Establishing a trust is a powerful tool for managing and distributing assets, but many clients, like the Ramirez family, often …
What’s the expert-recommended way to choose an estate planning attorney near by?
The insistent ringing of the phone pierced through Maria’s concentration, jolting her from a half-written email. She answered grudgingly, bracing …