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Can I include disaster recovery protocols for trust-owned assets?

June 5, 2025 by admin

Establishing a trust is a proactive step towards securing your future and the future of your loved ones, but often …

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Can the trust limit distributions to beneficiaries living in certain states?

June 5, 2025 by admin

Yes, a trust can absolutely limit distributions to beneficiaries residing in specific states, though the legality and enforceability depend on …

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Can the trust invest in mission-aligned cooperatives?

June 5, 2025 by admin

Absolutely, a trust *can* invest in mission-aligned cooperatives, but careful consideration and adherence to trust document provisions and fiduciary duties …

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Can I leave specific investment strategies in my plan for future heirs?

June 5, 2025 by admin

Yes, you absolutely can leave specific investment strategies for your future heirs within your estate plan, though it requires careful …

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Does a testamentary trust go through probate?

June 5, 2025 by admin

Yes, a testamentary trust is created *within* a will and therefore initially goes through probate, but its assets do not …

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Can I keep my estate plan private?

June 5, 2025 by admin

The question of maintaining privacy surrounding an estate plan is a common one for clients of Steve Bliss, an Estate …

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Can the trust cover translation services for medical or legal appointments?

June 5, 2025 by admin

The question of whether a trust can cover translation services for medical or legal appointments is a nuanced one, deeply …

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Does an irrevocable trust protect assets from creditors?

June 5, 2025 by admin

The question of whether an irrevocable trust effectively shields assets from creditors is a complex one, deeply rooted in state …

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Is a living trust a good way to avoid estate taxes?

June 5, 2025 by admin

A living trust, while a powerful estate planning tool, isn’t a magic bullet for avoiding estate taxes, though it can …

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Can a trust own patents or trademarks?

June 5, 2025 by admin

Yes, a trust can absolutely own patents and trademarks, offering a valuable strategy for estate planning and asset protection, and …

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  • Can I include disaster recovery protocols for trust-owned assets?
  • Can the trust limit distributions to beneficiaries living in certain states?
  • Can the trust invest in mission-aligned cooperatives?

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