Can the trust subsidize legal name changes for gender-affirming purposes?
The question of whether a trust can subsidize legal name changes for gender-affirming purposes is increasingly relevant as awareness and …
San Diego County
Can the trust sponsor beneficiaries for nonprofit fellowships?
The question of whether a trust can sponsor beneficiaries for nonprofit fellowships is a complex one, deeply rooted in the …
Can the trust restrict buying luxury items with inheritance?
The question of whether a trust can restrict the purchase of luxury items with inherited funds is a common one …
Can the trust require that medical debt be prioritized in emergency disbursements?
The question of prioritizing medical debt within a trust’s emergency disbursement clause is a surprisingly common one for Steve Bliss …
Can the trust require family members to participate in annual planning retreats?
The question of whether a trust can *require* family members to participate in annual planning retreats is complex, falling into …
Can the Trust Reimburse Volunteer Transportation Services?
Estate planning, at its core, is about ensuring your wishes are carried out and providing for loved ones. A frequent …
Can the Trust Purchase Software for Communication Assistance?
The question of whether a trust can purchase software for communication assistance is increasingly relevant as technology plays a larger …