Can I require annual beneficiary letters to the family?
Establishing clear communication with beneficiaries is a cornerstone of responsible estate planning, and yes, you can certainly require, or more …
Can a special needs trust help pay for assistive listening devices?
A special needs trust (SNT) can indeed be a vital tool in funding necessary items like assistive listening devices for …
Can I create a spendthrift trust to protect irresponsible heirs?
The question of whether a spendthrift trust can safeguard assets from financially irresponsible heirs is a common one for estate …
Can I add milestones for the income recipient to receive adjusted payments?
The question of incorporating milestones into trust distributions is a common one for clients of Steve Bliss, an Estate Planning …
Can a testamentary trust invest in the stock market?
Yes, a testamentary trust absolutely can invest in the stock market, and often does, as it’s a crucial tool for …
Can the trust assist with website accessibility services for the beneficiary?
As an estate planning attorney in San Diego, I often encounter unique needs of beneficiaries, and the question of funding …
Can I include clauses requiring sustainability in CRT asset management?
The increasing demand for socially responsible investing extends to all asset classes, including those held within Charitable Remainder Trusts (CRTs). …
Can the trust support an innovation grant fund for family projects?
Establishing a trust is a powerful tool for managing and distributing assets, but the question of whether it can support …
What is the role of a trust protector?
The role of a trust protector is becoming increasingly vital in modern estate planning, offering a dynamic layer of oversight …
What legal options do I have for fixing my estate plan near me?
The flickering fluorescent lights buzzed overhead, casting a sickly yellow glow over Maria’s worried face. Papers were scattered across the …