Can I include an incentive clause in my testamentary trust?
Yes, you absolutely can include an incentive clause in your testamentary trust, and it’s becoming increasingly popular as people seek …
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Can I include rules that prioritize liquidity before capital appreciation?
Navigating the complexities of estate planning often involves balancing immediate needs with long-term goals, and a common question arises: can …
Can I attach social contribution metrics to large distributions?
The question of linking large distributions from trusts and estates to social contribution metrics is gaining traction as estate planning …
Can a trust fund graduate school tuition?
Trusts are versatile estate planning tools, and yes, a trust fund absolutely can be used to pay for graduate school …
Can I assign a rotating trust advisory panel for input on complex decisions?
The concept of establishing a rotating advisory panel for a trust, particularly when facing complex decisions, is an intriguing one …
Can I specify a formula to calculate yearly distributions?
Absolutely, as an estate planning attorney in Wildomar, Steve Bliss frequently assists clients in defining precise distribution formulas within their …
Can a bypass trust purchase and manage a life insurance policy on the spouse?
Absolutely, a bypass trust, also known as a credit shelter trust, can indeed purchase and manage a life insurance policy …
Can a trust pay for internet access or mobile devices?
Yes, a trust can absolutely pay for internet access and mobile devices, but it requires careful planning and adherence to …
Can I set recurring trustee education requirements?
Trustees in California, and increasingly across the nation, face a growing need for ongoing education to navigate the complexities of …
Can I assign a rotating trust advisory panel for input on complex decisions?
The concept of a rotating trust advisory panel is a fascinating and increasingly relevant one, especially as wealth and family …