Can I restrict trust fund access until a family business contribution is made?
The question of whether you can restrict trust fund access until a beneficiary makes a contribution to a family business …
Can I restrict sale of real property to corporations or developers?
The question of restricting the sale of real property to specific entities, like corporations or developers, is a complex one …
Can I restrict out-of-state disbursements without review?
Navigating the complexities of trust administration requires a keen understanding of fiduciary duties and the potential pitfalls of unchecked disbursements. …
Can I restrict how trust funds are spent?
The question of restricting how trust funds are spent is a common one for individuals creating trusts with Steve Bliss, …
Can I restrict distributions to essential expenses only?
The question of restricting distributions from a trust to only essential expenses is a common one for individuals establishing trusts, …
Can I restrict beneficiaries from hiring certain advisors or firms?
Estate planning, at its core, is about control – controlling the distribution of your assets, and, to a degree, how …
Can I restrict access to trust funds based on legal issues or past behavior?
The question of whether you can restrict access to trust funds based on legal issues or past behavior is a …
Can I require the trustee to publish a public benefit report annually?
The question of whether you can require a trustee to publish an annual public benefit report is complex, deeply rooted …
Can I require the trustee to invest in low-volatility portfolios?
The question of whether you can require a trustee to invest in low-volatility portfolios is a common one for those …
Can I require the trustee to consult with an advisor?
Establishing a trust is a powerful tool for managing and distributing assets, but it’s crucial to consider how much control …