Can I restrict how money is used by beneficiaries?
The question of whether you can restrict how money is used by beneficiaries within a trust is a common one …
Can I restrict distributions to beneficiaries with poor money management?
Estate planning is often thought of as simply deciding where your assets go after you’re gone, but it’s far more …
Can I restrict asset transfers between irrevocable trusts?
The question of restricting asset transfers between irrevocable trusts is a common one for estate planning clients, and the answer …
Can I restrict access to trust financial statements to certain beneficiaries?
The question of whether you can restrict access to trust financial statements to certain beneficiaries is a complex one, deeply …
Can I restrict access to financial records of the trust?
Establishing a trust is a powerful tool for managing and protecting assets, but a frequent concern for Grantors—the individuals creating …
Can I require use of certain financial apps to receive payouts?
The question of whether an estate planning attorney, like Steve Bliss, can *require* the use of specific financial apps for …
Can I require trustees to follow an ESG scoring system for investments?
The question of whether you can require trustees to follow an Environmental, Social, and Governance (ESG) scoring system for investments …
Can I require the trust to consult with an estate planner annually?
The question of mandating annual consultations with an estate planner for a trust is a common one, often stemming from …
Can I require that trustees undergo annual fiduciary training?
The question of whether you can require trustees to undergo annual fiduciary training is a crucial one for anyone establishing …
Can I require that property taxes for trust-owned real estate be prepaid?
The question of whether you can *require* prepayment of property taxes on real estate held within a trust is multifaceted, …