Who can take over resolving my estate planning case near by?
The worn leather of the briefcase felt heavy in Margaret’s hands. She gripped it tighter as she walked towards Steve …
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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 …