Can I use estate planning to honor cultural or religious traditions?
Estate planning is often viewed through a purely financial lens – asset distribution, tax mitigation, and guardianship designations. However, it’s …
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Can I use estate planning to appoint a digital executor?
The question of digital assets and their management after death is a relatively new, yet increasingly critical, component of comprehensive …
Can I use both types of trusts in an estate plan?
The short answer is a resounding yes, and for many individuals with complex financial situations, utilizing both revocable and irrevocable …
Can I use an irrevocable trust to cap the total inheritance?
The question of limiting an inheritance is a surprisingly common one for estate planning attorneys like Steve Bliss here in …
Can I use a trust to manage natural resources sustainably?
The question of sustainably managing natural resources is becoming increasingly vital as concerns about environmental impact and long-term preservation grow. …
Can I use a trust to encourage long-term holding of family land?
The question of preserving family land for future generations is a deeply emotional one, often intertwined with heritage, memories, and …
Can I Use a Testamentary Trust to Protect Against Elder Abuse?
The specter of elder abuse is a growing concern, with financial exploitation being a particularly insidious form. Approximately 1 in …
Can I Use a CRT to Provide Income for an Ex-Spouse?
Divorce introduces a unique set of financial complexities, often requiring creative solutions to ensure both parties are adequately provided for. …
Can I use a CRT to fund my favorite nonprofit’s endowment?
Charitable Remainder Trusts (CRTs) are sophisticated estate planning tools that can provide income to the grantor (the person creating the …
Can I use a CRT in conjunction with a charitable gift annuity?
The intersection of Charitable Remainder Trusts (CRTs) and Charitable Gift Annuities (CGAs) is a nuanced area of estate planning, frequently …