How do I ensure my testamentary trust is enforceable?
A testamentary trust, established within a will, offers a powerful tool for managing assets after your passing, but its enforceability …
Can I assign co-beneficiaries on a rotating schedule?
The concept of assigning co-beneficiaries on a rotating schedule within a trust, while unconventional, is a question Steve Bliss, an …
Can I assign a succession order for shared family business roles?
Navigating the complexities of family businesses and estate planning requires foresight, particularly when considering succession. It’s common for multiple family …
Can I assign a legacy coach to guide heirs through the process?
The question of whether you can assign a legacy coach to guide heirs through the estate settlement process, particularly when …
Can I assign a climate impact officer to oversee environmental compliance of the trust?
The concept of assigning a “climate impact officer” to oversee the environmental compliance of a trust is gaining traction as …
Can I appoint more than one trustee for a testamentary trust?
The question of whether you can appoint multiple trustees for a testamentary trust—a trust created through your will—is a common …
Can I appoint an investment committee to oversee CRT assets?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining income for …
Can I appoint a foreign national as trustee of a U.S.-based testamentary trust?
The question of appointing a foreign national as trustee of a U.S.-based testamentary trust is a common one, particularly in …
Can I add a clause requiring transparency from the trustee in all transactions?
The question of trustee transparency is paramount when establishing a trust, particularly in California where trust law is meticulously defined. …
Can funds be allocated to maintain burial sites or cultural landmarks?
The question of allocating trust funds towards the upkeep of burial sites and cultural landmarks is a surprisingly common one …