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Can a testamentary trust hold separate property in a community property state?

June 6, 2025 by admin

Yes, a testamentary trust *can* hold separate property even within a community property state like California, but it requires careful …

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Can I establish progressive distribution schedules based on social impact?

June 6, 2025 by admin

The question of whether you can establish progressive distribution schedules based on social impact within a trust is a fascinating …

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Can I include instructions for digital asset management in the trust?

June 6, 2025 by admin

The question of incorporating digital asset management into an estate plan is increasingly relevant in today’s world, where so much …

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Can I name a charity as a partial remainder beneficiary of a bypass trust?

June 6, 2025 by admin

Yes, absolutely you can name a charity as a partial remainder beneficiary of a bypass trust, and it’s a strategy …

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Can I grant decision-making to a committee rather than a single trustee?

June 6, 2025 by admin

The question of whether you can empower a committee instead of an individual as a trustee is a common one …

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Can a testamentary trust hold separate property in a community property state?

June 6, 2025 by admin

Yes, a testamentary trust can absolutely hold separate property even within a community property state like California, Texas, Washington, or …

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Can I require annual beneficiary letters to the family?

June 6, 2025 by admin

Establishing clear communication with beneficiaries is a cornerstone of responsible estate planning, and yes, you can certainly require, or more …

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Can a special needs trust help pay for assistive listening devices?

June 6, 2025 by admin

A special needs trust (SNT) can indeed be a vital tool in funding necessary items like assistive listening devices for …

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Can I create a spendthrift trust to protect irresponsible heirs?

June 6, 2025 by admin

The question of whether a spendthrift trust can safeguard assets from financially irresponsible heirs is a common one for estate …

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Can I add milestones for the income recipient to receive adjusted payments?

June 6, 2025 by admin

The question of incorporating milestones into trust distributions is a common one for clients of Steve Bliss, an Estate Planning …

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  • Can a testamentary trust hold separate property in a community property state?
  • Can I establish progressive distribution schedules based on social impact?
  • Can I include instructions for digital asset management in the trust?

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