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, …
Wildomar Estate Planning
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 …