Can I mandate that the CRT avoid investing in weapons manufacturing?
Yes, you absolutely can and often should, direct your trustee to align investments with your personal values, including avoiding industries …
Who can create a testamentary trust?
A testamentary trust, established within a last will and testament, isn’t created *during* one’s lifetime like a living trust, but …
Can I use a trust to manage assets for my children?
Absolutely, a trust is a powerful and versatile tool for managing assets intended for your children, offering control, flexibility, and …
How do I transfer an LLC interest into a trust?
Transferring an LLC (Limited Liability Company) interest into a trust is a crucial step in comprehensive estate planning, allowing for …
Can the trust include a voting system for amendments among heirs?
Absolutely, a trust can be structured to include a voting system for amendments, allowing beneficiaries to collectively shape the future …
Can I exclude individuals from receiving benefits if they contest the trust?
The question of whether you can exclude individuals from receiving benefits if they contest a trust is a complex one, …
Can the trust fund internships or fellowships not tied to school credit?
Navigating the world of trust funds and financial support for experiential learning, like internships or fellowships, often leads to the …
Can the trust be used to access specialized recreation programs?
Navigating specialized recreation programs for individuals with special needs often requires careful financial planning, and a properly structured trust can …
Can I protect my estate from lawsuits?
The question of safeguarding one’s estate from potential lawsuits is a paramount concern for many, and Steve Bliss, an Estate …
Can I use my estate plan to enforce family traditions or rituals?
The desire to preserve family history, values, and cherished traditions is a deeply human one, and many clients of estate …