Can I establish a trust library for managing financial education resources?
The concept of establishing a trust library—a dedicated entity managed by a trust to curate and distribute financial education resources—is …
Can I establish a peer-review board for trust-related disputes?
The concept of establishing a peer-review board to handle disputes related to trusts is intriguing, and while not a traditional …
Can I establish a CRT to benefit a specific demographic within a charity?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to a charity while retaining an …
Can I establish a bypass trust that supports long-term healthcare needs?
The question of whether you can establish a bypass trust to support long-term healthcare needs is a common one for …
Can I ensure my estate avoids litigation?
Estate litigation, the legal disputes that arise after someone passes away, can be incredibly stressful and expensive for families already …
Can I enforce zero-tolerance policies for fraud or misconduct in estate management?
The question of enforcing zero-tolerance policies regarding fraud or misconduct within estate management is paramount for fiduciaries like Steve Bliss, …
Can I embed value-aligned criteria for all external vendors?
The question of integrating value-aligned criteria into vendor selection is increasingly vital for modern estate planning attorneys like Steve Bliss. …
Can I designate a family member to serve as the CRT’s philanthropic advisor?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining income for …
Can I design the trust to update automatically based on inflation data?
The question of whether a trust can be designed to update automatically based on inflation data is a common one, …
Can I delay income payments until a pre-defined retirement year?
The question of deferring income payments until a specified retirement year is a common one, particularly for individuals with substantial …