Can I create a collective art acquisition fund for the family?
Establishing a collective art acquisition fund within a family offers a unique blend of financial planning, estate planning, and shared …
Can a testamentary trust be the beneficiary of a 401(k)?
Yes, a testamentary trust can absolutely be designated as the beneficiary of a 401(k) or other qualified retirement plan, though …
Can a CRT qualify for a step-up in basis on death?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools that allow individuals to donate assets to charity while retaining an …
Can a special needs trust cover ergonomic work tools for remote jobs?
Navigating the complexities of special needs trusts often brings up questions about permissible expenses, especially in today’s evolving work landscape …
Can I use the trust to fund only certain types of education?
The question of whether a trust can be structured to fund only specific types of education is a common one …
Can I include my business partners in my estate plan?
Absolutely, including your business partners within your estate plan is not only possible, but often a crucial step in ensuring …
Can I prevent trust assets from being divided in a divorce?
The question of whether trust assets can be shielded from division in a divorce is a frequent concern for individuals …
Can I prevent inherited funds from being used to purchase luxury items?
The question of controlling how inherited funds are used is a common one for estate planning attorneys like Steve Bliss …
Can I support ecosystem preservation through estate conditions?
The question of whether one can support ecosystem preservation through estate conditions is increasingly relevant as environmental concerns grow and …
Can I tie distributions to intergenerational mentoring?
The idea of linking financial distributions from a trust or estate to intergenerational mentoring is not only innovative but also …