Can the trustee require financial statements from beneficiaries?
The question of whether a trustee can require financial statements from beneficiaries is a common one in trust administration, and …
Escondido Estate Planning
Can I direct beneficiaries to reinvest part of their distributions?
The question of directing beneficiaries to reinvest portions of their trust distributions is a common one, and the answer, as …
Can a CRT receive passive income from oil and gas royalties?
Community Reinvestment Trusts (CRTs), designed to benefit specific communities, often grapple with the complexities of permissible income sources, and the …
Can I encourage responsible citizenship through structured inheritance?
The question of whether structured inheritance can foster responsible citizenship is a compelling one, touching upon legal mechanisms, behavioral psychology, …
Can I include portfolio rebalancing rules for long-term investments?
Portfolio rebalancing is a crucial, yet often overlooked, component of successful long-term investing, and it’s something Steve Bliss, as an …