Who helps couples create joint wills and trusts?
The desert wind howled, mirroring the turmoil in Elias and Clara’s hearts. Their children, grown and scattered, urged them to …
What’s my recourse when dealing with negligence by an estate planning attorney near me
The rain hammered against the window, mirroring the tempest brewing inside Elias Thorne. He’d entrusted his family’s future to a …
Can a bypass trust include parameters for establishing a family foundation?
The question of whether a bypass trust can include parameters for establishing a family foundation is a frequently asked one, …
Can a bypass trust fund the construction of an ADU for caregiving relatives?
The question of whether a bypass trust can fund the construction of an Accessory Dwelling Unit (ADU) for caregiving relatives …
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 …
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 …