Can a trust provide capital for home purchases?
Yes, a trust can absolutely provide capital for home purchases, though the specifics depend heavily on the type of trust …
Can the trust mandate age-specific needs assessments?
The question of whether a trust can mandate age-specific needs assessments is increasingly relevant as the population ages and the …
Can I set up a family council to manage collective inherited wealth?
Establishing a family council to oversee inherited wealth is a proactive and increasingly popular strategy for families seeking to preserve …
Is a diagnosis required to set up a special needs trust?
The establishment of a Special Needs Trust (SNT) doesn’t strictly *require* a formal medical diagnosis, but demonstrating a qualifying disability …
Can I require continuing education for all beneficiaries?
The question of mandating continuing education for beneficiaries of a trust is becoming increasingly popular, particularly as wealth transfer grows …
What is a special needs testamentary trust?
A special needs testamentary trust is a legal arrangement created within a will to provide for a beneficiary with disabilities …
How long can an irrevocable trust last?
Irrevocable trusts, frequently utilized by estate planning attorney Steve Bliss in Wildomar, are powerful tools for asset protection and estate …
Can I include online banking credentials in estate documents securely?
The question of whether to include online banking credentials in estate documents is a frequently asked one, and the short …
Can beneficiaries receive trust income before probate ends?
The question of whether beneficiaries can receive trust income before the probate process concludes is a common one, and the …
Can I allow AI-based financial advisors to be consulted by the trustee?
The increasing sophistication of artificial intelligence presents novel questions for estate planning, particularly regarding the role of AI-based financial advisors …