Can a special needs trust cover the cost of certification in a hobby-related skill?
The question of whether a special needs trust (SNT) can cover the cost of certification in a hobby-related skill is …
Can the trust provide scholarship support for caregivers seeking training?
Establishing a trust allows for remarkably flexible provisions, and allocating funds for caregiver training scholarships is indeed a viable and …
Can I require regular estate plan updates to reflect asset changes?
Estate planning isn’t a “set it and forget it” process; it’s a dynamic one that needs periodic review and adjustment …
Can the trust include rules for socially conscious investment only?
Yes, a trust can absolutely include rules for socially conscious investment only, a growing area of interest for many individuals …
Can I ensure that my estate supports social entrepreneurship within my family?
The question of guiding your estate towards supporting values like social entrepreneurship within your family is increasingly common, and thankfully, …
Can I include business assets in a bypass trust?
The question of incorporating business assets into a bypass trust, also known as an A-B trust or credit shelter trust, …
Can the trust provide scholarship support for caregivers seeking training?
Establishing a trust isn’t merely about distributing assets after one’s passing; it’s about creating a legacy of care and support …
Can I require regular estate plan updates to reflect asset changes?
Estate planning isn’t a one-time event; it’s a living document that requires attention and adjustments over time, especially when significant …
Can the trust include rules for socially conscious investment only?
Absolutely, a trust can indeed include rules for socially conscious investment only, allowing individuals to align their financial legacies with …
Can I ensure that my estate supports social entrepreneurship within my family?
Planning for the future often extends beyond simply distributing assets; many clients, like those Steve Bliss assists at his Wildomar …