Can I appoint a chief legacy officer for estate values stewardship?
The concept of a “Chief Legacy Officer” (CLO) for estate values stewardship is gaining traction, particularly among high-net-worth individuals and …
Can I allow the trustee to restructure trust assets if markets shift?
The question of whether a trustee can restructure trust assets in response to market shifts is a crucial one for …
Can I allow staggered distributions at specific ages for beneficiaries?
The question of whether you can allow staggered distributions at specific ages for beneficiaries is a common one for those …
Can I allow partial asset sales only during specific economic conditions?
The question of allowing partial asset sales within a trust, particularly contingent upon specific economic conditions, is a complex one …
Can I allow heirs to pool unused distribution allocations?
Estate planning, at its core, is about ensuring your wishes are carried out and providing for your loved ones. A …
Can I allow for dynamic reallocation of assets based on changing family needs?
The question of whether a trust can dynamically adapt to evolving family circumstances is paramount for many seeking estate planning …
Can I allow benefits to skip one generation in certain cases?
The question of whether benefits can “skip a generation” is a common one for estate planning attorneys like Steve Bliss …
Can estate planning address blended family concerns?
Estate planning is often perceived as a straightforward process focused on distributing assets to spouses and children, but it becomes …
Can distributions be delayed or scheduled over time?
The question of whether trust distributions can be delayed or scheduled is central to effective estate planning, and a frequent …
Can beneficiaries challenge the trustee’s actions?
The question of whether beneficiaries can challenge a trustee’s actions is a frequently asked one, especially in the context of …