Can I require annual accounting of trust activities to beneficiaries?
Establishing clear communication and transparency is paramount when administering a trust, and a frequent question for beneficiaries, and trustees alike, …
admin
Can I allow temporary delegation of trust access to charitable entities?
The question of temporarily delegating trust access to charitable entities is a nuanced one, often arising when a trustee desires …
Can a testamentary trust include animal care endowments for conservation?
Yes, a testamentary trust can absolutely include animal care endowments for conservation, and increasingly, estate planning attorneys like Steve Bliss …
Can I fund apprenticeships or trade school instead of college?
The rising cost of traditional four-year colleges has prompted many families to explore alternative pathways to career success, and increasingly, …
Can I use a testamentary trust to preserve certain family traditions?
The idea of weaving family traditions into the fabric of a testamentary trust is a surprisingly powerful way to extend …
Can I require that a family business remain within the family?
The question of keeping a family business within the family is a common one, and the answer is nuanced, hinging …
Can a bypass trust include an inflation-adjustment clause for distributions?
Absolutely, a bypass trust, also known as a credit shelter trust, can and often *should* include an inflation-adjustment clause for …
Can I specify a succession plan for art collections?
The preservation and thoughtful transfer of an art collection to future generations requires deliberate planning, far beyond simply listing items …
Can a testamentary trust hold franchise licenses?
Testamentary trusts, created through a will and coming into effect after death, present unique challenges when it comes to acquiring …
Where do top professionals go for estate planning lawyer near me?
The late afternoon sun cast long shadows across the manicured lawns as I hurried towards the imposing oak doors. A …