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Can I create a collective art acquisition fund for the family?

June 3, 2025 by admin

Establishing a collective art acquisition fund within a family offers a unique blend of financial planning, estate planning, and shared …

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Can a testamentary trust be the beneficiary of a 401(k)?

June 3, 2025 by admin

Yes, a testamentary trust can absolutely be designated as the beneficiary of a 401(k) or other qualified retirement plan, though …

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Can a CRT qualify for a step-up in basis on death?

June 3, 2025 by admin

Charitable Remainder Trusts (CRTs) are powerful estate planning tools that allow individuals to donate assets to charity while retaining an …

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Can a special needs trust cover ergonomic work tools for remote jobs?

June 3, 2025 by admin

Navigating the complexities of special needs trusts often brings up questions about permissible expenses, especially in today’s evolving work landscape …

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Can I use the trust to fund only certain types of education?

June 3, 2025 by admin

The question of whether a trust can be structured to fund only specific types of education is a common one …

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Can I include my business partners in my estate plan?

June 2, 2025 by admin

Absolutely, including your business partners within your estate plan is not only possible, but often a crucial step in ensuring …

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Can I prevent trust assets from being divided in a divorce?

June 2, 2025 by admin

The question of whether trust assets can be shielded from division in a divorce is a frequent concern for individuals …

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Can I prevent inherited funds from being used to purchase luxury items?

June 2, 2025 by admin

The question of controlling how inherited funds are used is a common one for estate planning attorneys like Steve Bliss …

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Can I support ecosystem preservation through estate conditions?

June 2, 2025 by admin

The question of whether one can support ecosystem preservation through estate conditions is increasingly relevant as environmental concerns grow and …

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Can I tie distributions to intergenerational mentoring?

June 2, 2025 by admin

The idea of linking financial distributions from a trust or estate to intergenerational mentoring is not only innovative but also …

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  • Can I create a collective art acquisition fund for the family?
  • Can a testamentary trust be the beneficiary of a 401(k)?
  • Can a CRT qualify for a step-up in basis on death?

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