Can I require documentation for all trust-related purchases?
As a trustee, the responsibility of managing trust assets with prudence and loyalty is paramount. A frequent question from trustees, …
Can I require digital privacy protections for trust communication?
In an increasingly digital world, the question of maintaining privacy within estate planning, specifically concerning trust communications, is paramount. Many …
Can I require co-signatures for asset transfers from trust-owned accounts?
The question of requiring co-signatures on asset transfers from trust-owned accounts is a common one for individuals establishing or managing …
Can I require community service as a trust condition?
The idea of embedding philanthropic or community-focused requirements within a trust document is gaining traction, yet remains a nuanced area …
Can I require charitable beneficiaries to meet annual reporting obligations?
Estate planning involving charitable giving is a deeply rewarding aspect of our practice at Steve Bliss Law. Many clients in …
Can I require beneficiaries to participate in family-run nonprofits?
The question of whether you can require beneficiaries of a trust to participate in family-run nonprofits is complex, laden with …
Can I require beneficiaries to maintain active employment status?
The question of whether you can require beneficiaries to maintain active employment status within a trust is a surprisingly common …
Can I require a family oath or code of conduct to access funds?
The idea of tying access to trust funds to a family oath or code of conduct is increasingly popular, reflecting …
Can I require a beneficiary to live in inherited property?
The question of whether you can require a beneficiary to live in inherited property is a common one for those …
Can I refinance a home in a trust without removing it?
The question of refinancing a home held within a trust is surprisingly common, and the answer, as with most legal …