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Can I assign co-beneficiaries on a rotating schedule?

May 10, 2025 by admin

The concept of assigning co-beneficiaries on a rotating schedule within a trust, while unconventional, is a question Steve Bliss, an …

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Can I assign a succession order for shared family business roles?

May 10, 2025 by admin

Navigating the complexities of family businesses and estate planning requires foresight, particularly when considering succession. It’s common for multiple family …

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Can I assign a legacy coach to guide heirs through the process?

May 10, 2025 by admin

The question of whether you can assign a legacy coach to guide heirs through the estate settlement process, particularly when …

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Can I assign a climate impact officer to oversee environmental compliance of the trust?

May 10, 2025 by admin

The concept of assigning a “climate impact officer” to oversee the environmental compliance of a trust is gaining traction as …

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Can I appoint more than one trustee for a testamentary trust?

May 10, 2025 by admin

The question of whether you can appoint multiple trustees for a testamentary trust—a trust created through your will—is a common …

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Can I appoint an investment committee to oversee CRT assets?

May 10, 2025 by admin

Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining income for …

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Can I appoint a foreign national as trustee of a U.S.-based testamentary trust?

May 10, 2025 by admin

The question of appointing a foreign national as trustee of a U.S.-based testamentary trust is a common one, particularly in …

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Electrifying Trust Attorney Imperial Beach

November 24, 2023 by admin

I need an awesome probate attorney near Del Mar, Ca. I would call Steve Bliss, he is an excellent probate …

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Blessed Living Trust Attorney

November 24, 2023 by admin

Typically, this involves establishing a general partnership and then making heirs and family members limited partners. I am looking for …

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Empathetic Trust Attorney Lemon Grove

November 24, 2023 by admin

What are estate papers? A comprehensive estate plan includes four probate documents. These documents include a will, a financial power …

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Recent Posts

  • Can I assign co-beneficiaries on a rotating schedule?

  • Can I assign a succession order for shared family business roles?
  • Can I assign a legacy coach to guide heirs through the process?

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