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 …
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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 …
Can I set up a trust for non-family members?
Yes, you absolutely can establish a trust benefiting individuals who are not family members, although there are specific considerations to …
Can I require the trustee to provide annual updates to my heirs?
Absolutely, you can, and often should, incorporate provisions into your trust document requiring regular updates to your heirs from the …
Can estate planning help protect assets from nursing home costs?
The rising cost of long-term care, particularly nursing home expenses, is a significant concern for many Americans, with the national …
Can I require non-disclosure agreements for sensitive asset handling?
As an estate planning attorney in San Diego, I frequently encounter clients with complex financial portfolios and deeply personal family …
Can a special needs trust cover classes on consent and personal boundaries?
Absolutely, a special needs trust can, and often *should*, cover classes on consent and personal boundaries for a beneficiary, aligning …
How do I file a request for trust revisions?
The worn leather-bound journal lay open on the mahogany desk, its pages filled with faded ink and cryptic notes. My …