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Can a testamentary trust fund travel or relocation costs?

June 6, 2025 by admin

A testamentary trust, established through a will and taking effect after someone’s passing, can indeed be structured to cover travel …

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What happens if the trust isn’t properly funded?

June 6, 2025 by admin

A trust, meticulously drafted by an estate planning attorney like Steve Bliss in Wildomar, is a powerful tool for managing …

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Can the trust pay for background checks for personal aides?

June 6, 2025 by admin

As individuals age or face health challenges, many turn to personal aides to maintain their independence and quality of life; …

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Can a court require accounting of trust activity?

June 6, 2025 by admin

Yes, a court absolutely can, and often does, require an accounting of trust activity, ensuring transparency and protecting the interests …

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Can I appoint a trust protector for future changes?

June 6, 2025 by admin

The idea of appointing a trust protector is gaining traction as estate planning becomes increasingly complex, and for good reason; …

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Can a charitable remainder trust include environmental or ethical investment guidelines?

June 6, 2025 by admin

Absolutely, a charitable remainder trust (CRT) can indeed incorporate environmental, social, and governance (ESG) or ethical investment guidelines, reflecting a …

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Can the trust restrict lobbying activity by the beneficiary charity?

June 6, 2025 by admin

Yes, a trust can absolutely restrict lobbying activity by the beneficiary charity, although the extent and enforceability of those restrictions …

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Can I disinherit someone with a testamentary trust?

June 6, 2025 by admin

Yes, you can effectively disinherit someone, even with a testamentary trust, but it requires careful planning and execution within the …

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Can a bypass trust subsidize a sabbatical or study leave for a beneficiary?

June 6, 2025 by admin

The question of whether a bypass trust can subsidize a sabbatical or study leave for a beneficiary is complex and …

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How do I close the loop on estate issues with my lawyer near by

June 5, 2025 by admin

The phone slipped from Maria’s trembling hand, clattering onto the hardwood floor. Her breath hitched; she reread the email. “Estate …

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