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Can I require my trustee to work with a specific law firm or advisor?
As a Living Trust & Estate Planning Attorney in Escondido, I often encounter clients who wish to exert some control …
Can I set rules around how frequently beneficiaries can request funds?
Absolutely, establishing guidelines for when and how often beneficiaries can request distributions from a trust is a common and prudent …
Can the trust support elder care for non-beneficiary family members?
Navigating the complexities of elder care is a growing concern for many families, and a frequent question arises regarding the …
Can the trust fund travel for genealogy research?
Establishing a trust allows for sophisticated wealth management, but a frequently overlooked aspect is its potential to facilitate passions, even …
Can I allocate periodic review power to an outside advisory council?
The question of whether you can allocate periodic review power to an outside advisory council regarding your trust or estate …
Can I require that family heirlooms be kept in trust and not sold?
The desire to preserve family legacies extends beyond financial assets; many clients of Steve Bliss, Estate Planning Attorney in Wildomar, …
Can I set rules around how frequently beneficiaries can request funds?
Absolutely, as the grantor of a trust, you have significant control over how and when beneficiaries receive distributions, including establishing …
Can a trust authorize someone to handle digital assets?
The increasing digitization of our lives has created a new frontier in estate planning: digital assets. These include everything from …
Can I require mediation for all trust disputes?
While you can certainly *encourage* and even *strongly suggest* mediation for trust disputes, outright *requiring* it isn’t always enforceable, though …