Can I set up a family council to manage collective inherited wealth?
The prospect of inheriting significant wealth as a family is often met with excitement, but it can also introduce complexities, …
Can I set timelines for reinvestment of passive income?
The question of whether you can set timelines for reinvestment of passive income within a trust is a common one …
Can I set mandatory reevaluation checkpoints every five years?
Estate planning is not a static process; life evolves, laws change, and individual circumstances shift dramatically over time. While many …
Can I set goals for collective family investments managed through the trust?
Absolutely, establishing goals for collective family investments within a trust is not only possible but highly recommended for long-term success. …
Can I set conditions on how my beneficiaries receive their inheritance?
The question of controlling how and when your beneficiaries receive an inheritance is a common one for estate planning attorneys …
Can I set aside money for legal disputes related to my estate?
The question of setting aside funds to cover potential legal challenges to your estate plan is a prudent one, and …
Can I set an age threshold for inheritance?
The question of when a beneficiary receives inherited assets is a common one for estate planning attorneys like Steve Bliss …
Can I revoke a testamentary trust by writing a new will?
The question of whether you can revoke a testamentary trust by simply writing a new will is a common one …
Can I restrict use of funds for private jets or luxury expenses?
The question of whether you can restrict the use of trust funds for items like private jets or extravagant luxury …
Can I restrict trust purchases to avoid unethical supply chains?
The question of aligning your trust’s investments with ethical considerations, specifically concerning supply chain practices, is increasingly prevalent. Traditionally, trusts …