Can a marital trust be structured to provide incentives to beneficiaries?
The question of incentivizing beneficiaries within a marital trust is a common one for estate planning attorneys like Steve Bliss …
Can I mandate financial literacy programs for the beneficiary?
As an estate planning attorney in Escondido, I frequently encounter clients wanting to ensure their beneficiaries are prepared to manage …
Can I use the trust to enforce healthy lifestyle incentives?
The question of whether a trust can be used to enforce healthy lifestyle incentives is a fascinating, and increasingly relevant, …
How is a testamentary trust enforced?
A testamentary trust, established within a will and taking effect after death, offers a powerful tool for managing and distributing …
Can a testamentary trust prevent early inheritance upon marriage?
A testamentary trust, established through a will, offers a powerful tool for controlling the timing and manner of inheritance, and …
Can I require professional asset managers for my bypass trust?
The question of whether to employ professional asset managers for a bypass trust, also known as a credit shelter trust …
Can the trust include privacy education for safe social media use?
In the evolving digital landscape, the question of incorporating provisions for digital asset management and, increasingly, digital literacy within estate …
Can the trust include family bonding funds for retreats or therapy?
Absolutely, a trust can be specifically designed to include funds allocated for family bonding experiences like retreats or even ongoing …
Can I create a delay mechanism in times of financial scandal?
The question of strategically delaying asset distribution during a financial scandal is complex and requires careful legal consideration, especially within …
Can a testamentary trust be used to pass down intellectual property?
Yes, a testamentary trust can absolutely be a powerful tool for passing down intellectual property (IP), offering a structured approach …