Can a testamentary trust be used to support community involvement projects?
Testamentary trusts, established through a will and taking effect after death, offer a flexible avenue for charitable giving, extending beyond …
Can I authorize annual trust performance evaluations?
The question of authorizing annual trust performance evaluations is a crucial one for anyone establishing or currently maintaining a trust. …
Can I assign trust oversight to a third-party advisory committee?
The question of whether you can assign trust oversight to a third-party advisory committee is a complex one, deeply rooted …
Can I assign roles for estate governance across multiple branches of family?
The question of assigning roles for estate governance across multiple family branches is a common one for Steve Bliss, an …
Can I assign professional mediators as part of the trust’s structure?
The question of integrating professional mediators into the framework of a trust is gaining traction as families recognize the potential …
Can I assign mandatory savings thresholds for beneficiaries before they receive payouts?
The question of whether you can assign mandatory savings thresholds for beneficiaries before they receive payouts from a trust is …
Can I assign heirs to peer-monitoring groups for asset usage?
The idea of assigning heirs to peer-monitoring groups regarding asset usage is a novel approach to estate planning, but it …
Can I assign family bylaws to be enforced through a testamentary trust?
The idea of establishing family bylaws enforced through a testamentary trust – a trust created within a will – is …
Can I allow beneficiaries to choose from a pool of assets?
The question of whether beneficiaries can choose from a pool of assets within a trust is a common one for …
Can I Allow a Beneficiary to Waive Their Right to Distributions?
The question of whether a beneficiary can waive their right to distributions from a trust is a common one for …