Does a Special Needs Trust Protect Medicaid Eligibility?
The question of whether a special needs trust (SNT) protects Medicaid eligibility is a critical one for families caring for …
Do you recommend naming professional trustees for complex plans?
Estate planning, at its core, is about ensuring your wishes are carried out after you’re gone, and for complex plans—those …
Do you provide services in multiple languages or with interpreters?
Navigating the world of estate planning can be complex enough, even when everything is communicated in your native language. For …
Do you offer remote or virtual meetings for clients?
In today’s fast-paced world, convenience is paramount, and that extends to legal services. Steve Bliss, as an Estate Planning Attorney …
Do you coordinate estate plans with financial planners or CPAs?
The question of coordinating estate plans with financial planners and Certified Public Accountants (CPAs) is central to crafting a truly …
Do testamentary trusts require a separate tax ID?
The question of whether testamentary trusts require a separate tax ID, or Employer Identification Number (EIN), is a common one …
Do I need to retitle assets to the name of the trust?
The question of whether you need to retitle assets to the name of your trust is a fundamental one for …
How do gift taxes interact with testamentary trust distributions?
The interplay between gift taxes and testamentary trust distributions is a complex area of estate planning, often requiring careful consideration …
How are testamentary trusts different from inter vivos trusts?
Trusts are powerful estate planning tools, allowing individuals to manage assets for beneficiaries, both during their lifetime and after. However, …
How are antique or collectible valuations maintained in a trust?
Establishing and maintaining accurate valuations for antiques and collectibles within a trust is a critical, yet often overlooked, component of …