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Can I restrict a beneficiary from accessing principal but allow access to income?

May 11, 2025 by admin

Estate planning, particularly when utilizing trusts, offers a remarkable degree of control over how and when assets are distributed to …

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Can I require trust-held real estate to remain undeveloped?

May 11, 2025 by admin

The question of dictating land use within a trust is a frequent one for estate planning attorneys like Steve Bliss, …

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Can I require the trust to hold sustainability ratings across its portfolio?

May 10, 2025 by admin

The question of integrating sustainability ratings into a trust’s investment portfolio is increasingly prevalent, reflecting a growing societal focus on …

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Can I require that trust-held properties be maintained to green building standards?

May 10, 2025 by admin

The question of incorporating green building standards into the maintenance of properties held within a trust is increasingly common, reflecting …

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Can I require that real estate held in the trust remain energy-efficient?

May 10, 2025 by admin

The question of incorporating energy efficiency requirements into a trust, specifically regarding real estate held within it, is increasingly common …

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Can I require that heirs maintain a personal financial reserve before accessing the trust?

May 10, 2025 by admin

The question of whether you can require heirs to maintain a personal financial reserve before accessing a trust is a …

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Can I require that a portion of disbursements be saved or reinvested?

May 10, 2025 by admin

The question of directing how funds disbursed from a trust are utilized, specifically mandating savings or reinvestment, is a common …

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Can I require startup proposals before unlocking business-related inheritance?

May 10, 2025 by admin

The question of whether you can require startup proposals before releasing inheritance related to a business is a complex one, …

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What is the Legal Standard to Grant Conservatorship?

April 28, 2025 by admin

Conservatorships are serious legal arrangements designed to protect individuals who are unable to care for themselves or manage their own …

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What Happens If a Conservator Dies?

April 28, 2025 by admin

Who Takes Over When a Conservatorship Ends? A conservatorship is a legal arrangement where a court appoints an individual or …

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