Can I prevent trust assets from being divided in a divorce?
Divorce proceedings can be incredibly complex, especially when assets held in trusts are involved, and the question of whether trust …
Can I cap the annual distribution from a high-yielding asset?
The question of capping annual distributions from a high-yielding asset, particularly within the context of estate planning, is a surprisingly …
Can I cap beneficiary lifestyle inflation using trust metrics?
The concern of “lifestyle inflation” among trust beneficiaries is a very real one for estate planning attorneys like Steve Bliss, …
Can I build in protections for mental health crises in my trust?
The question of incorporating protections for mental health crises within a trust is becoming increasingly prevalent as awareness surrounding mental …
Can I build in carbon offset purchases as a trust expense?
The question of incorporating carbon offset purchases as a trust expense is gaining traction as environmental consciousness grows. Traditionally, trust …
Can I block the use of trust funds for gambling therapy more than once?
The question of restricting trust fund distributions for specific purposes, particularly repeated limitations like preventing funds from being used for …
Can I be a beneficiary of my own irrevocable trust?
The question of whether you can be a beneficiary of your own irrevocable trust is surprisingly nuanced and a common …
Can I automatically allocate unused distributions to impact investment funds?
The question of automatically allocating unused distributions to impact investment funds is increasingly relevant as estate planning evolves to incorporate …
Can I appoint an investment committee to oversee CRT assets?
Creating and funding a Charitable Remainder Trust (CRT) is a significant step in philanthropic planning, but once established, effectively managing …
Can I appoint a healthcare proxy without a power of attorney?
The question of whether you can appoint a healthcare proxy without also establishing a power of attorney is a common …