The concept of assigning co-beneficiaries on a rotating schedule within a trust, while unconventional, is a question Steve Bliss, an …
Navigating the complexities of family businesses and estate planning requires foresight, particularly when considering succession. It’s common for multiple family …
The question of whether you can assign a legacy coach to guide heirs through the estate settlement process, particularly when …
The concept of assigning a “climate impact officer” to oversee the environmental compliance of a trust is gaining traction as …
The question of whether you can appoint multiple trustees for a testamentary trust—a trust created through your will—is a common …
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining income for …
The question of appointing a foreign national as trustee of a U.S.-based testamentary trust is a common one, particularly in …
The question of trustee transparency is paramount when establishing a trust, particularly in California where trust law is meticulously defined. …
The question of allocating trust funds towards the upkeep of burial sites and cultural landmarks is a surprisingly common one …
The question of whether estate planning can minimize exposure to estate recovery programs is a critical one for many individuals, …