Can I use the trust to help fund political advocacy relevant to disability?
Navigating the intersection of charitable giving, political advocacy, and trust law can be complex, particularly when the beneficiary or the …
Escondido Estate Planning
Can I restrict a beneficiary from accessing principal but allow access to income?
Absolutely, it is a common and often beneficial estate planning strategy to structure a trust so that beneficiaries receive income …
Can the trust require trustees to undergo implicit bias training?
Absolutely, a trust can indeed require trustees to undergo implicit bias training, and increasingly, estate planning attorneys like Steve Bliss …
Can I name a non-family member as trustee of my bypass trust?
Absolutely, naming a non-family member as trustee of your bypass trust – also known as a credit shelter trust or …
Does getting divorced affect my testamentary trust?
Divorce, a significant life event, invariably introduces complexities into estate planning, particularly concerning testamentary trusts. These trusts, created within a …