Can a trust require the maintenance of family traditions?
The question of whether a trust can require the maintenance of family traditions is a surprisingly common one for estate …
Can I create trust access based on community engagement metrics?
The idea of tying trust access—specifically, when and how beneficiaries receive assets—to community engagement metrics is a fascinating, though complex, …
Can I include a requirement that trust assets be rebalanced yearly?
Absolutely, you can include a requirement that trust assets be rebalanced yearly, and in fact, for many trusts, particularly those …
Can I use a testamentary trust to protect against elder abuse?
The increasing prevalence of elder financial abuse is a deeply concerning issue, with estimates suggesting that one in ten older …
Can I make my trust conditional?
The question of whether you can make your trust conditional is a common one for estate planning clients in San …
How do I stop problems with my estate plan before they start?
The phone slipped from my trembling hand, clattering against the hardwood floor. My breath caught in my throat as Sarah’s …
How do I resolve a dispute involving estate beneficiaries near me?
The phone rang, jarring Mary from her morning coffee ritual. It was her sister, Susan, her voice laced with panic …
How do I leave legal instructions for my funeral?
The late afternoon sun cast long shadows across the hospital room, illuminating the worry etched on Sarah’s face. Her grandfather, …
Where can I get expert advice on trust formation from an attorney?
The musty scent of old paper filled the air as Amelia sifted through her late grandmother’s belongings. Among the yellowed …
How Can Steve Bliss Help You With Your Estate Planning Needs in Temecula?
The phone slipped from my grasp, clattering onto the hardwood floor. My mind raced as I reread the email: “We …