Can I require carbon footprint reduction goals for real estate use?
The question of whether one can require carbon footprint reduction goals for real estate use is increasingly relevant as environmental …
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Can I require beneficiaries to obtain legal counsel before major withdrawals?
Estate planning, at its core, is about ensuring your wishes are carried out and protecting your loved ones, even after …
Can I require beneficiaries to live in a specific location to inherit?
The question of whether you can require beneficiaries to live in a specific location to inherit is a complex one, …
Can I require attendance at family retreats or planning sessions?
The question of mandating attendance at family retreats or estate planning sessions is a surprisingly common one for Steve Bliss …
Can I require annual reviews of trustee performance?
The question of whether you can require annual reviews of trustee performance is a common one for those creating or …
Can I require annual evaluations of the beneficiary’s needs?
Establishing a trust is a powerful tool for managing and distributing assets, but it’s not a “set it and forget …
Can I require an annual financial audit of the trust?
The question of whether you can require an annual financial audit of a trust is a common one, particularly for …
Can I receive an upfront tax deduction before funding the CRT?
The question of whether you can receive an upfront tax deduction before funding a Charitable Remainder Trust (CRT) is a …
Can I put my house in the trust?
The question of transferring property, specifically a house, into a trust is a remarkably common one for Ted Cook, a …
Can I Provide Performance Incentives for Trustees?
The question of whether you can provide performance incentives for trustees is surprisingly complex, deeply rooted in the legal and …