Can I give my trustee discretion over reallocating unused funds?
Estate planning, particularly involving trusts, often raises questions about the extent of a trustee’s authority. A common inquiry centers around …
San Diego County
Can I give heirs the option to delay their inheritance for tax benefits?
Estate planning is often perceived as a straightforward distribution of assets, but a sophisticated approach involves considering the tax implications …
Can I fund reentry services for family members transitioning from incarceration?
The question of financially supporting a family member’s reintegration after incarceration is a compassionate one, and increasingly common as awareness …
Can I fund home renovations through a limited-use distribution clause?
The question of whether you can fund home renovations through a limited-use distribution clause within a trust is a common …
Can I fund creative grants through the trust?
The question of whether you can fund creative grants through a trust is a common one for clients of estate …
Can I fund a time capsule or archive project through the estate?
The prospect of funding a time capsule or archive project through one’s estate is increasingly popular, reflecting a desire to …
Can I fund a CRT with S corporation stock without disqualifying the trust?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining an income …
Honorable Estate Planning Lawyer San Diego
Steve Bliss is a passionate asset protection attorney that is more than capable of preserving your family’s wealth. I seriously …
Enthusiastic Trust Attorneys
Can you pay funeral expenses from deceased bank account? Even if the bank account of the deceased has been frozen …
Calculated Estate Lawyer Poway
Qualified Terminable Interest Property Trust. Perhaps the most common mistake is to fail to transfer the legal title of assets …