Can a testamentary trust fund travel or relocation costs?
A testamentary trust, established through a will and taking effect after someone’s passing, can indeed be structured to cover travel …
What happens if the trust isn’t properly funded?
A trust, meticulously drafted by an estate planning attorney like Steve Bliss in Wildomar, is a powerful tool for managing …
Can the trust pay for background checks for personal aides?
As individuals age or face health challenges, many turn to personal aides to maintain their independence and quality of life; …
Can a court require accounting of trust activity?
Yes, a court absolutely can, and often does, require an accounting of trust activity, ensuring transparency and protecting the interests …
Can I appoint a trust protector for future changes?
The idea of appointing a trust protector is gaining traction as estate planning becomes increasingly complex, and for good reason; …
Can a charitable remainder trust include environmental or ethical investment guidelines?
Absolutely, a charitable remainder trust (CRT) can indeed incorporate environmental, social, and governance (ESG) or ethical investment guidelines, reflecting a …
Can the trust restrict lobbying activity by the beneficiary charity?
Yes, a trust can absolutely restrict lobbying activity by the beneficiary charity, although the extent and enforceability of those restrictions …
Can I disinherit someone with a testamentary trust?
Yes, you can effectively disinherit someone, even with a testamentary trust, but it requires careful planning and execution within the …
Can a bypass trust subsidize a sabbatical or study leave for a beneficiary?
The question of whether a bypass trust can subsidize a sabbatical or study leave for a beneficiary is complex and …
How do I close the loop on estate issues with my lawyer near by
The phone slipped from Maria’s trembling hand, clattering onto the hardwood floor. Her breath hitched; she reread the email. “Estate …