Can I make attendance at annual family meetings a requirement for distribution?
The question of whether to tie distributions from a trust to attendance at annual family meetings is a surprisingly common …
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Can I make a trust self-executing upon death?
The concept of a trust becoming “self-executing” upon death is a common inquiry for those considering estate planning, and it’s …
Can I link trust distributions to ethical behavior standards?
The question of linking trust distributions to ethical behavior standards is becoming increasingly prevalent as estate planning attorneys like Steve …
Can I link inheritance timing to economic indicators?
The question of whether inheritance timing can be linked to economic indicators is a complex one, increasingly relevant in today’s …
Can I link asset allocations to family health assessments?
The seemingly disparate worlds of estate planning, asset allocation, and family health assessments are becoming increasingly intertwined. Steve Bliss, as …
Can I limit trust funds for digital subscriptions or entertainment?
The question of whether you can limit trust funds for digital subscriptions or entertainment is becoming increasingly relevant in modern …
Can I limit the ability to sell inherited real estate?
Estate planning isn’t solely about distributing assets after you’re gone; it’s about controlling *how* those assets are distributed and used, …
Can I keep the terms of my testamentary trust private?
The desire for privacy surrounding one’s estate plan is a common and understandable one. Many individuals, particularly those with significant …
Can I instruct trustees to prioritize dividend income over capital growth?
The question of directing trustees to favor dividend income over capital growth is a common one, particularly for beneficiaries seeking …
Can I include video messages in my trust for context?
The modern estate planning landscape is evolving beyond traditional documents, and the question of incorporating multimedia elements like video messages …