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Can I require use of certain financial apps to receive payouts?

May 11, 2025 by admin

The question of whether an estate planning attorney, like Steve Bliss, can *require* the use of specific financial apps for …

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Can I require trustees to follow an ESG scoring system for investments?

May 11, 2025 by admin

The question of whether you can require trustees to follow an Environmental, Social, and Governance (ESG) scoring system for investments …

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Can I require the trust to consult with an estate planner annually?

May 10, 2025 by admin

The question of mandating annual consultations with an estate planner for a trust is a common one, often stemming from …

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Can I require that trustees undergo annual fiduciary training?

May 10, 2025 by admin

The question of whether you can require trustees to undergo annual fiduciary training is a crucial one for anyone establishing …

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Can I require that property taxes for trust-owned real estate be prepaid?

May 10, 2025 by admin

The question of whether you can *require* prepayment of property taxes on real estate held within a trust is multifaceted, …

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Can I require that environmental sustainability scores be maintained for trust assets?

May 10, 2025 by admin

The concept of integrating Environmental, Social, and Governance (ESG) factors, and specifically environmental sustainability scores, into trust administration is gaining …

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Can I require that a family business remain within the family?

May 10, 2025 by admin

The question of preserving a family business for future generations is a deeply emotional and strategically complex one, and a …

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Can I require social media confidentiality from trustees and beneficiaries?

May 10, 2025 by admin

The digital age presents novel challenges for estate planning, particularly regarding confidentiality. Traditionally, trust administration occurred within a private sphere, …

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What Is a Conservatorship?

April 28, 2025 by admin

A conservatorship is a legal arrangement where a court appoints an individual or entity, known as the conservator, to manage …

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What Documents Are Needed For Conservatorship?

April 28, 2025 by admin

Navigating the legal complexities of conservatorship can be daunting, especially when grappling with the necessary documentation. A conservatorship is a …

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