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 …