Can I be a beneficiary of my own irrevocable trust?
The question of whether you can be a beneficiary of your own irrevocable trust is complex and depends heavily on …
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Can I build in mechanisms to prevent concentration of power in one trustee?
Establishing a trust is a powerful tool for managing and distributing assets, but it’s crucial to consider how to prevent …
Can I build cryptocurrency portfolio restrictions into trust structure?
The question of incorporating cryptocurrency portfolio restrictions within a trust structure is increasingly relevant as digital assets gain mainstream acceptance. …
Can I Benchmark Trustee Performance?
The question of whether you can benchmark trustee performance is a critical one for anyone involved in estate planning and …
Can I avoid taxation on life insurance proceeds with proper planning?
Life insurance is often considered a cornerstone of comprehensive financial and estate planning, offering financial security for loved ones after …
Can I authorize dual citizenship filings through estate attorneys?
The question of whether an estate planning attorney can directly authorize dual citizenship filings is nuanced, revolving around the distinct …
Can I authorize annual family symposiums using trust funds?
The question of whether you can authorize annual family symposiums using trust funds is a common one for Steve Bliss …
Can I assign trust oversight to a rotating advisory council?
The question of assigning trust oversight to a rotating advisory council is a complex one, steeped in legal considerations and …
Can I allow third-party audits of trust activity?
The question of allowing third-party audits of trust activity is complex, heavily dependent on the specific trust document, state law, …
Can I allow the trust to allocate funds to reforestation efforts?
The question of whether a trust can allocate funds to reforestation efforts is increasingly common, reflecting a growing desire among …