Can I prevent high-risk investment practices by trustees?
The question of safeguarding assets within a trust from overly risky investment strategies is a paramount concern for many individuals …
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Can I prevent a surviving spouse from changing distribution plans?
The question of whether you can prevent a surviving spouse from altering the distribution of assets within a trust is …
Can I plan for tax-efficient transfer of foreign assets?
Navigating the complexities of estate planning is challenging enough within the United States, but when foreign assets are involved, the …
Can I plan for multiple successors for various family roles and trusts?
The question of succession planning within estate planning, particularly regarding trusts, is a common one for individuals and families in …
Can I plan for changes in banking regulations that affect asset transfers?
Estate planning is rarely a static process; it demands ongoing review and adaptation, especially considering the ever-shifting landscape of banking …
Can I place environmental stewardship obligations on real estate held in trust?
The intersection of estate planning, trust law, and environmental responsibility is becoming increasingly relevant as concerns about sustainability grow. Many …
Can I place a CRT under the jurisdiction of an alternative dispute resolution body?
The question of whether a Community Revocable Trust (CRT), a popular estate planning tool facilitated by attorneys like Steve Bliss …