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, …
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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 …
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 estate plan is …
Can a trust offer resilience training during major life shifts?
The question isn’t simply about legal documents, but about building a framework for navigating life’s inevitable storms; a well-crafted trust …
Can the trust hold title to jointly owned properties with beneficiaries?
Yes, a trust can absolutely hold title to jointly owned properties with beneficiaries, and it’s a surprisingly common and effective …
Can a bypass trust be structured to avoid foreign reporting requirements?
The question of whether a bypass trust can be structured to avoid foreign reporting requirements is complex and requires careful …
Can the trust provide allowances for self-care and hygiene subscriptions?
Absolutely, a thoughtfully drafted trust can absolutely provide allowances for self-care and hygiene subscriptions, accommodating the evolving needs and preferences …
Can the bypass trust require all trustees to be bonded?
The question of whether a bypass trust—also known as a credit shelter trust or an exemption trust—requires all trustees to …