Can I set ESG thresholds for trustee investments?
The increasing demand for socially responsible investing has led many individuals to question whether they can incorporate Environmental, Social, and …
Can a special needs trust provide financial literacy classes for trustees?
The question of whether a special needs trust can fund financial literacy classes for trustees is a nuanced one, but …
How long can an irrevocable trust last?
Irrevocable trusts, often perceived as rigid structures, actually have a surprisingly flexible lifespan determined by the terms set forth in …
Can I include online banking credentials in estate documents securely?
The question of whether to include online banking credentials within estate documents is fraught with risk, and the short answer …
Can beneficiaries receive trust income before probate ends?
The short answer is yes, beneficiaries of a properly structured trust can generally receive distributions of trust income even while …
Can I require income payments be used only for primary residence expenses?
The question of restricting income payments from a trust to solely cover primary residence expenses is a common one for …
Can a trust provide capital for home purchases?
Yes, a trust can absolutely provide capital for home purchases, though it’s not as straightforward as a traditional mortgage and …
Can I cap beneficiary lifestyle inflation using trust metrics?
The potential for “lifestyle inflation” among beneficiaries is a significant concern for estate planning attorneys like Steve Bliss, especially when …
Can a testamentary trust handle social media accounts?
The question of whether a testamentary trust can handle social media accounts is becoming increasingly relevant in our digitally-dependent world; …
What happens to a testamentary trust if a named beneficiary dies before me?
A testamentary trust, created within a will, provides for the distribution of assets after your death, and the question of …