Can the trust require the remainder charity to meet impact benchmarks?
Absolutely, a trust can and increasingly *should* require a remainder charity to meet specific impact benchmarks, moving beyond simply donating …
Can I name a non-relative to manage my estate?
Absolutely, you can name a non-relative to manage your estate, and in many cases, it’s a strategically sound decision; while …
Who else should know about the trust?
Establishing a trust with a Living Trust & Estate Planning Attorney like Steve Bliss in Escondido is a crucial step …
Can I include a clause that the charity must meet diversity benchmarks?
The question of incorporating diversity benchmarks into charitable giving clauses within a trust or estate plan is gaining traction as …
Can I fund environmental justice initiatives through the trust?
Absolutely, utilizing a trust to fund environmental justice initiatives is a powerful way to enact lasting change, aligning your estate …
Can a special needs trust cover assistive technology?
The question of whether a special needs trust (SNT) can cover assistive technology is a critical one for families planning …
Can I require that real estate held in the trust remain energy-efficient?
Absolutely, you can, and increasingly, estate planning is encompassing more than just financial and property distribution—it’s about reflecting your values, …
Who else should know about the trust?
Establishing a trust is a significant step in estate planning, but determining who to inform beyond yourself and your attorney, …
Can I include a clause that the charity must meet diversity benchmarks?
The question of incorporating diversity benchmarks into charitable giving through estate planning is gaining traction as philanthropists increasingly seek to …
Can I use estate planning to manage foreign pension assets?
The question of incorporating foreign pension assets into estate planning is increasingly relevant in today’s globalized world, as more individuals …