Can I reward philanthropic behavior through the trust?
The question of incorporating philanthropic incentives within a trust is becoming increasingly popular as individuals seek to align their estate …
The question of incorporating philanthropic incentives within a trust is becoming increasingly popular as individuals seek to align their estate …
The question of whether a nonprofit can reward beneficiaries for serving on its board of directors is complex and fraught …
The question of controlling how beneficiaries utilize trust funds is a common one for those establishing trusts with Steve Bliss, …
The question of whether you can restrict trustee discretion is a fundamental one in estate planning, particularly when establishing a …
The question of whether you can restrict trust income to a beneficiary facing or convicted of felony charges is a …
The question of restricting estate planning support, specifically through trusts, to citizens of specific countries is complex and riddled with …
Charitable Remainder Trusts (CRTs) are powerful estate planning tools that allow individuals to donate assets, receive an income stream, and …
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, allowing individuals to donate assets to charity while retaining an income …
The question of mandating trustee participation in workshops or continuing education regarding trust administration and future-proofing is complex, balancing the …
As a trustee, managing a trust with beneficiaries who own businesses presents unique challenges, particularly when it comes to ensuring …