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Wildomar Estate Planning

Can I require that family heirlooms be kept in trust and not sold?

June 4, 2025 by admin

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?

June 4, 2025 by admin

Absolutely, as the grantor of a trust, you have significant control over how and when beneficiaries receive distributions, including establishing …

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Can a trust authorize someone to handle digital assets?

June 4, 2025 by admin

The increasing digitization of our lives has created a new frontier in estate planning: digital assets. These include everything from …

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Can I require mediation for all trust disputes?

June 4, 2025 by admin

While you can certainly *encourage* and even *strongly suggest* mediation for trust disputes, outright *requiring* it isn’t always enforceable, though …

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Can I allocate periodic review power to an outside advisory council?

June 4, 2025 by admin

The question of whether you can allocate periodic review power to an outside advisory council regarding your estate plan is …

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Recent Posts

  • Can I require my trustee to work with a specific law firm or advisor?
  • Can I set rules around how frequently beneficiaries can request funds?
  • Can the trust support elder care for non-beneficiary family members?

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