Can I require annual sustainability reports from the trustee?
The question of whether you can require annual sustainability reports from a trustee is gaining traction as beneficiaries increasingly prioritize …
Can I require annual meetings between trustees and beneficiaries?
The question of mandating annual meetings between trustees and beneficiaries is a common one in estate planning, particularly within the …
Can I require annual accounting of trust activities to beneficiaries?
The question of whether a beneficiary can require annual accounting of trust activities is a common one for those involved …
Can I require all assets be held in environmentally screened funds?
The question of aligning investments with personal values, specifically environmental concerns, is increasingly prevalent amongst estate planning clients. Steve Bliss, …
Can I require a trustee assistant for beneficiaries with disabilities?
Estate planning is rarely a one-size-fits-all endeavor, and this is especially true when beneficiaries have disabilities. The question of whether …
Can I require a minimum balance be retained in the bypass trust at all times?
The bypass trust, also known as a credit shelter trust or a B trust, is a crucial component of many …
Can I require a co-signer for large distributions?
The question of whether you can require a co-signer for large distributions from a trust is a complex one, deeply …
Can I provide financial relief for caretakers of special-needs family members?
The question of providing financial relief for family members who dedicate their lives to caring for individuals with special needs …
Can I Provide a Trust Fund for Non-Family Caregivers?
The question of establishing a trust fund for non-family caregivers is becoming increasingly common as traditional family structures evolve and …
Can I prohibit use of trust funds for political lobbying?
The question of whether you can prohibit the use of trust funds for political lobbying is a common one, and …