Can a trust prohibit the use of offshore tax havens?
The question of whether a trust can effectively prohibit the use of offshore tax havens is increasingly relevant in today’s …
Can a CRT work in conjunction with a private foundation?
Absolutely, a Charitable Remainder Trust (CRT) can work in conjunction with a private foundation, offering a sophisticated strategy for both …
Can I require investment alignment with religious values?
The question of aligning investments with religious or ethical values is increasingly prevalent, particularly within estate planning, and Steve Bliss, …
Can the trust fund specialized medical devices not covered by insurance?
Navigating the financial aspects of specialized medical care, particularly when insurance falls short, is a concern for many families in …
Can I include guardianship transition support in the trust terms?
Absolutely, incorporating provisions for guardianship transition support within a trust is a thoughtful and increasingly common practice, especially for families …
What’s the most efficient next step if my estate plan fails nearby?
The flickering fluorescent lights cast harsh shadows across Michael’s worried face. His grandfather, a man who had built an empire …
What credentials should I look for in a trust attorney?
My fingers trembled as I clutched the phone, listening to the panicked voice on the other end. It was my …
What separates a great estate planning attorney from a mediocre one?
The phone vibrated incessantly on my desk. Another panicked call about an estranged sibling fighting over a parent’s hastily scribbled …
How do I navigate the resolution process with an estate planning attorney near by
The insistent buzzing of my phone shattered the quiet morning. It was Sarah, my sister, her voice trembling. “Dad passed …
How do I hold someone accountable for errors in my estate documents nearby?
The musty smell of old paper filled Martha’s nostrils as she sifted through her late father’s paperwork. A wave of …