Can I set conditions on distributions?
The question of whether you can set conditions on distributions from a trust is a common one for individuals considering …
Can I set aside funds in my estate for family legal expenses?
The question of whether you can earmark funds within your estate plan to cover future family legal expenses is a …
Can I set a requirement for professional licensing before distributions?
The question of whether you can require professional licensing as a condition for distributions from a trust is a common …
Can I separate responsibilities for asset management and beneficiary communication?
The question of separating responsibilities within a trust – specifically, dividing asset management from beneficiary communication – is a common …
Can I see samples of the documents you typically prepare?
As an estate planning attorney in San Diego, Steve Bliss and his firm frequently encounter clients curious about the tangible …
Can I schedule automatic reviews of tax efficiency within the trust?
Estate planning, particularly involving trusts, isn’t a ‘set it and forget it’ endeavor. While a well-drafted trust establishes a framework …
Can I Reward Long-Term Employment Through a Trust?
The question of rewarding long-term employment via a trust is a surprisingly common one for Steve Bliss, an Estate Planning …
Can I restrict distributions to beneficiaries with poor money management?
The question of whether you can restrict distributions to beneficiaries struggling with financial responsibility is a common one for Ted …
Can I restrict asset transfers between irrevocable trusts?
The question of restricting asset transfers between irrevocable trusts is a common one for individuals engaged in advanced estate planning, …
Can I restrict access to trust financial reports to beneficiaries only?
The question of restricting access to trust financial reports to beneficiaries only is a common and crucial one for those …