Can a CRT fund minority-serving institutions or tribal colleges?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining income for …
Can I include disaster recovery protocols for trust-owned assets?
Establishing a trust is a proactive step towards securing your future and the future of your loved ones, but often …
Can the trust limit distributions to beneficiaries living in certain states?
Yes, a trust can absolutely limit distributions to beneficiaries residing in specific states, though the legality and enforceability depend on …
Can the trust invest in mission-aligned cooperatives?
Absolutely, a trust *can* invest in mission-aligned cooperatives, but careful consideration and adherence to trust document provisions and fiduciary duties …
Can I leave specific investment strategies in my plan for future heirs?
Yes, you absolutely can leave specific investment strategies for your future heirs within your estate plan, though it requires careful …
Does a testamentary trust go through probate?
Yes, a testamentary trust is created *within* a will and therefore initially goes through probate, but its assets do not …
Can I keep my estate plan private?
The question of maintaining privacy surrounding an estate plan is a common one for clients of Steve Bliss, an Estate …
Can the trust cover translation services for medical or legal appointments?
The question of whether a trust can cover translation services for medical or legal appointments is a nuanced one, deeply …
Does an irrevocable trust protect assets from creditors?
The question of whether an irrevocable trust effectively shields assets from creditors is a complex one, deeply rooted in state …
Is a living trust a good way to avoid estate taxes?
A living trust, while a powerful estate planning tool, isn’t a magic bullet for avoiding estate taxes, though it can …