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, …
Escondido Estate Planning
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 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 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 …