Can I prohibit trustee investment in AI or emerging tech sectors?
The question of restricting a trustee’s investment choices, specifically prohibiting investment in rapidly evolving sectors like Artificial Intelligence (AI) or …
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Who should consider creating a living trust?
A living trust, a powerful estate planning tool offered by attorneys like Steve Bliss in Escondido, isn’t a one-size-fits-all solution, …
Can I name my trust as a beneficiary on insurance policies?
Yes, you absolutely can name your trust as a beneficiary on insurance policies, and in many cases, it’s a very …
Can I use a CRT to fund a charitable remainder unitrust with a net income makeup provision (NIMCRUT)?
Yes, a Charitable Remainder Trust (CRT) can absolutely be used to fund a Charitable Remainder Unitrust (CRUT) with a Net …
Can a testamentary trust prohibit certain types of spending altogether?
A testamentary trust, established through a will and taking effect after death, offers a remarkable degree of control over how …
Can I allocate assets for restoration or preservation of cultural artifacts?
The question of whether you can allocate assets for the restoration or preservation of cultural artifacts within your estate plan …
Can I create multiple bypass trusts with different terms for each branch of the family?
The question of establishing multiple bypass trusts, each tailored to a different branch of the family, is a common one …
Can I require attendance at family retreats or planning sessions?
Navigating family dynamics surrounding estate planning can be complex, and the question of requiring attendance at family retreats or planning …
Can I name a trust company as a co-trustee?
Yes, you absolutely can name a trust company as a co-trustee, and it’s a strategy gaining considerable traction in modern …
How do I manage a breakdown in trust execution?
The tension was palpable. Aunt Millie, her face flushed, slammed her fist on the table. “This isn’t what my brother …