Are there legal limits to how long a trust can last in this state?
The duration of a trust in California, and specifically within the practice of estate planning attorneys like Steve Bliss in …
Can I link trust funds to the performance of family investments?
Establishing a trust fund and aligning it with family investment performance is a nuanced area of estate planning, and yes, …
Can a bypass trust require financial literacy training for heirs?
The question of whether a bypass trust can—or should—require financial literacy training for heirs is gaining traction as estate planning …
Can I include international property in my estate plan?
Absolutely, international property can and *should* be included in your estate plan, though it introduces complexities that require specialized legal …
Can testamentary trusts be structured to reduce generational tax burdens?
Testamentary trusts, established within a will and taking effect after death, offer a powerful, yet often underutilized, strategy for mitigating …
Can a special needs trust fund special event attire?
A special needs trust, designed to safeguard assets for a beneficiary with disabilities while preserving their eligibility for government benefits …
Can I include backup provisions in case the beneficiary’s needs change?
Estate planning, at its core, is about anticipating the future and preparing for the unexpected—and that includes acknowledging that life …
Can I choose how the trust income is distributed—monthly or quarterly?
The flexibility in receiving income from a trust is a common and important question for many individuals considering estate planning, …
Can the trust sponsor wellness challenges or reward programs?
The question of whether a trust can sponsor wellness challenges or reward programs is becoming increasingly common as estate planning …
Can I force the sale of specific assets at liquidation?
The question of whether you can force the sale of specific assets during liquidation, particularly within the context of a …