Can I set limitations for luxury purchases via trust distributions?
The question of controlling how beneficiaries spend trust assets is a common one for those establishing trusts with Steve Bliss, …
Can I set ESG thresholds for trustee investments?
The question of incorporating Environmental, Social, and Governance (ESG) factors into trust investments is gaining increasing prominence, particularly in San …
Can I set charitable contribution requirements for beneficiaries?
Estate planning is often viewed as solely about distributing assets, but it’s increasingly recognized as a powerful tool for furthering …
Can I set aside funds for elder housing construction or renovation?
Planning for the future, particularly concerning elder care and housing, is a proactive step many individuals and families in San …
Can I set a rule that discourages portfolio turnover within the trust?
The question of discouraging portfolio turnover within a trust is a common one for clients of estate planning attorneys like …
Can I set a cap on annual disbursements from the bypass trust?
The concept of a bypass trust, also known as a credit shelter trust or an AB trust, is a powerful …
Can I Sell Property Held in the Trust?
The question of selling property held within a trust is a common one for beneficiaries and trustees alike, and the …
Can I restrict trust distributions if the spouse enters into a new marriage?
The question of restricting trust distributions upon a spouse’s remarriage is a common one for Ted Cook, a Trust Attorney …
Can I restrict stock holdings to ESG-compliant companies?
The question of aligning investment portfolios with Environmental, Social, and Governance (ESG) principles is increasingly prevalent, and for those establishing …
Can I restrict investments in fossil fuels through my CRT’s portfolio?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets, receive income for a set period, …