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 …
Wildomar Estate Planning
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 …