Can a testamentary trust hold separate property in a community property state?
Yes, a testamentary trust can absolutely hold separate property even within a community property state like California, Texas, Washington, or …
Wildomar Estate Planning
Can I require annual beneficiary letters to the family?
Establishing clear communication with beneficiaries is a cornerstone of responsible estate planning, and yes, you can certainly require, or more …
Can a special needs trust help pay for assistive listening devices?
A special needs trust (SNT) can indeed be a vital tool in funding necessary items like assistive listening devices for …
Can I create a spendthrift trust to protect irresponsible heirs?
The question of whether a spendthrift trust can safeguard assets from financially irresponsible heirs is a common one for estate …
Can I add milestones for the income recipient to receive adjusted payments?
The question of incorporating milestones into trust distributions is a common one for clients of Steve Bliss, an Estate Planning …