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 …
Can I Reward Beneficiaries for Nonprofit Board Service?
The question of whether a nonprofit can reward beneficiaries for serving on its board of directors is complex and fraught …
Can I restrict use of trust funds for gambling or speculative investments?
The question of controlling how beneficiaries utilize trust funds is a common one for those establishing trusts with Steve Bliss, …
Can I restrict trustee discretion?
The question of whether you can restrict trustee discretion is a fundamental one in estate planning, particularly when establishing a …
Can I restrict trust income if a beneficiary incurs felony charges?
The question of whether you can restrict trust income to a beneficiary facing or convicted of felony charges is a …
Can I restrict support to citizens of specific countries?
The question of restricting estate planning support, specifically through trusts, to citizens of specific countries is complex and riddled with …
Can I restrict investments in fossil fuels through my CRT’s portfolio?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools that allow individuals to donate assets, receive an income stream, and …
Can I require trustee term limits in a CRT?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, allowing individuals to donate assets to charity while retaining an income …
Can I require trustee participation in future-proofing workshops or education?
The question of mandating trustee participation in workshops or continuing education regarding trust administration and future-proofing is complex, balancing the …
Can I require transparency reports from business-owning beneficiaries?
As a trustee, managing a trust with beneficiaries who own businesses presents unique challenges, particularly when it comes to ensuring …