Can I exclude someone from the trust?
The question of whether you can exclude someone from your trust is a common one for clients of Steve Bliss, …
Can I schedule rotating review boards to evaluate trust structure?
The concept of periodically reviewing and evaluating a trust’s structure is not only prudent but increasingly vital in today’s complex …
Can a trust hold offshore accounts?
The question of whether a trust can hold offshore accounts is complex, and the answer is generally yes, but with …
Can a trust be coordinated with vocational rehabilitation programs?
The intersection of special needs trusts and vocational rehabilitation (VR) programs is a critical, yet often overlooked, aspect of long-term …
Can I use a testamentary trust in combination with a revocable trust?
Absolutely, combining a testamentary trust with a revocable living trust is a sophisticated yet effective estate planning strategy employed by …
Can a testamentary trust support rehabilitation for an addicted beneficiary?
A testamentary trust, established through a will and taking effect after death, presents a unique set of considerations when dealing …
Can a special needs trust cover parental leave if a caregiver is a parent?
The question of whether a special needs trust (SNT) can cover parental leave for a caregiver who is also a …
Can I include educational resources with my estate materials?
As an estate planning attorney in San Diego, I frequently encounter clients who aren’t just seeking legal documents; they’re seeking …
Can a bypass trust benefit a child’s guardian in the event of both parents’ deaths?
The question of whether a bypass trust can benefit a child’s guardian following the death of both parents is a …
How do I make a confident decision about estate planning lawyer near me?
The phone slipped from my clammy hand, clattering onto the hardwood floor. Tears welled in my eyes as I stared …