Can I create instructions for family celebrations using inherited funds?
The question of how to responsibly and meaningfully utilize inherited funds, particularly for family celebrations, is one Steve Bliss, an …
What powers does a trustee have in an irrevocable trust?
Irrevocable trusts, while seemingly rigid due to their unchangeable nature, actually grant trustees a surprisingly robust, yet carefully defined, set …
What should be included in the trust document?
A comprehensive trust document is the cornerstone of effective estate planning, going far beyond simply listing assets; it’s a detailed …
Can the trust support professional licensure for a beneficiary?
The question of whether a trust can support professional licensure for a beneficiary is a surprisingly common one, particularly as …
Can I require a trustee to complete background checks for vendors?
As a San Diego estate planning attorney, I frequently encounter questions about the responsibilities and oversight of trustees, and the …
Should my financial advisor be involved in trust management?
The question of whether your financial advisor should be involved in trust management is a crucial one, demanding careful consideration …
Can the trust subsidize skill-tracking apps for personal development?
The question of whether a trust can subsidize skill-tracking apps for personal development is becoming increasingly relevant in an era …
Can a bypass trust include blockchain-based smart contract clauses?
The intersection of traditional estate planning tools like bypass trusts and cutting-edge technologies like blockchain and smart contracts presents a …
Can a testamentary trust pay for a beneficiary’s living expenses?
Testamentary trusts, created within a will and coming into effect after death, offer a flexible tool for managing and distributing …
How do I legally include instructions for family heirlooms?
The antique mahogany desk, passed down from her great-grandmother, held more than just ledgers and inkwells – it embodied generations …