Can a trust prioritize funding for therapies over recreation?
Absolutely, a trust can be specifically structured to prioritize funding for therapies and essential care over discretionary expenses like recreation, …
Can I allocate different levels of access to financial information among heirs?
The question of whether you can allocate different levels of access to financial information among heirs is a common one, …
Can a CRT hold real property under a conservation easement?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, but their ability to hold real property, especially land subject to …
Can I prohibit beneficiaries from selling inherited property?
The question of restricting beneficiaries from selling inherited property is a common one for estate planning attorneys like Steve Bliss …
Can a bypass trust reduce the size of my probate estate?
Absolutely, a bypass trust, also known as an AB trust or credit shelter trust, is a powerful estate planning tool …
What are the pros and cons of using a professional trustee?
Navigating the world of trusts and estate planning can be complex, and one crucial decision involves choosing a trustee to …
What kinds of expenses can a testamentary trust legally cover?
A testamentary trust, established through a will and taking effect after death, offers a flexible framework for managing assets for …
Can a trust deny distributions for beneficiaries under investigation?
The question of whether a trust can deny distributions to a beneficiary under investigation is complex, hinging on the specific …
Can a special needs trust fund replacement fees for lost assistive devices?
Navigating the financial landscape for individuals with special needs requires careful planning, and a crucial component of that planning often …
How do I navigate an issue with my estate planning attorney near me?
The phone slipped from Maria’s grasp, clattering onto the hardwood floor. Her face was pale. The words of her estate …