Can I specify minimum payout requirements for the charitable remainder?
The creation of a Charitable Remainder Trust (CRT) allows individuals to donate assets to charity while retaining an income stream, …
What is a per capita distribution in a trust?
A per capita distribution in a trust signifies a method of distributing trust assets where each beneficiary receives an equal …
Can a special needs trust be used for pets or service animals?
The question of whether a special needs trust can benefit pets or service animals is a surprisingly common one, particularly …
Can I require quarterly performance reviews of trust investments?
As a beneficiary or even a trustee, understanding and monitoring the performance of trust investments is crucial, and the question …
Can a special needs trust support a service that tracks prescriptions?
Navigating the financial and logistical aspects of care for a loved one with special needs requires diligent planning, and a …
Can a trust include incentives for attending beneficiary check-in meetings?
Absolutely, a trust can, and sometimes should, include incentives for beneficiaries to attend regular check-in meetings with the trustee or …
Can my estate fund climate change adaptation for family property?
The increasing threat of climate change is prompting many Californians, particularly those with significant property holdings, to consider how their …
Can I include arbitration clauses in the trust terms?
The question of whether to include arbitration clauses within the terms of a trust is a complex one, frequently debated …
Can I fund a vehicle maintenance plan through a testamentary trust?
The question of whether a testamentary trust can fund a vehicle maintenance plan is surprisingly complex, hinging on the trust’s …
Can I require professional development goals before releasing principal?
As an estate planning attorney in Wildomar, Steve Bliss often encounters clients grappling with complex financial decisions, and one aspect …