Can I define clear tiers of beneficiary eligibility based on generation?
Estate planning, particularly concerning trusts, often involves carefully considering *who* receives assets and *when*. A common question Steve Bliss, an …
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Can I create trust access based on community engagement metrics?
The concept of tying trust access—specifically, the distribution of assets within a trust—to community engagement metrics is a fascinating, yet …
Can I create spiritual or religious engagement benchmarks?
The question of whether one can create benchmarks for spiritual or religious engagement is a surprisingly complex one, particularly when …
Can I create rotating trustee selection committees to ensure fairness?
The question of trustee selection is central to the effective administration of any trust, and the desire to ensure fairness …
Can I create provisions for funding care for family pets?
The question of providing for beloved pets after one’s passing is becoming increasingly common, reflecting the strong bonds people share …
Can I create multiple bypass trusts with different terms for each branch of the family?
The question of whether you can create multiple bypass trusts with differing terms for each branch of your family is …
Can I create impact milestones that trigger release of funds?
The question of whether you can create impact milestones that trigger the release of funds is increasingly relevant in modern …
Can I create a clause that reduces distributions based on criminal convictions?
The question of whether you can create a clause in a trust that reduces distributions based on a beneficiary’s criminal …
Can I coordinate a special needs trust with my overall estate plan?
Absolutely, coordinating a special needs trust with your overall estate plan is not only possible but often crucial for families …
Can I consolidate my assets into one trust?
The question of whether you can consolidate your assets into one trust is a common one, especially for individuals with …