Can I limit how inherited funds are used?
The question of controlling how inherited funds are used is a common concern for estate planning attorneys like Steve Bliss. …
Can I limit distributions to net-zero lifestyle adopters?
The question of whether you can limit distributions from a trust to beneficiaries who adhere to a “net-zero lifestyle” is …
Can I limit access to trust principal unless for medical needs?
The question of controlling access to trust principal, particularly restricting distributions to specific needs like medical expenses, is a common …
Can I limit access to funds if a beneficiary fails to meet tax obligations?
The question of controlling fund access based on a beneficiary’s tax compliance is a common one for those establishing trusts, …
Can I leave specific investment strategies in my plan for future heirs?
Estate planning isn’t simply about distributing assets after your passing; it’s about ensuring your wishes are honored and your legacy …
Can I leave instructions for organ donation in my estate plan?
The question of whether you can include organ donation instructions within your estate plan is a common one, and the …
Can I keep the terms of my testamentary trust private?
The question of privacy surrounding a testamentary trust—a trust created within a will—is a common concern for many estate planning …
Can I include renewable energy transition plans for trust-owned property?
The question of incorporating renewable energy transition plans within the management of trust-owned property is becoming increasingly prevalent. As beneficiaries …
Can I include protection against economic downturns in the trust terms?
The question of insulating a trust from economic volatility is a common one, especially in the current climate where market …
Can I include philanthropy goals in the trust structure?
The question of incorporating philanthropic desires into a trust structure is a remarkably common one, especially among individuals in San …