Can a bypass trust require tax planning education for heirs?
The question of whether a bypass trust—also known as a credit shelter trust or an AB trust—requires tax planning education …
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Can I use a testamentary trust to establish a business incubator for family?
A testamentary trust, springing into existence upon the death of the grantor, presents a fascinating, though complex, mechanism for establishing …
Can I include life coaching or mentorship funding in the trust plan?
Absolutely, incorporating provisions for life coaching or mentorship funding within a trust plan is not only possible but can be …
Can I link financial literacy app use to early access of trust funds?
The question of linking financial literacy app usage to early access of trust funds is gaining traction as a potential …
What is a generation-skipping testamentary trust?
A generation-skipping testamentary trust is a powerful estate planning tool designed to transfer assets to grandchildren or more remote descendants, …
Can a CRT be designed to comply with international philanthropic laws?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining an income …
Can I use the trust to prevent beneficiaries from liquidating family property?
The question of preserving family property through trusts is a common one for estate planning attorneys like Steve Bliss in …
Are foreign assets protected in an irrevocable trust?
Navigating the complexities of international asset protection requires careful planning, and utilizing an irrevocable trust can be a powerful tool, …
Can I use a CRT to establish a legacy grant program?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools that allow individuals to support their favorite charities while also receiving …
Can I allow third-party audits of trust activity?
As a foundational principle in estate planning, trusts are designed to manage assets for beneficiaries, and the question of allowing …