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 …
Wildomar Estate Planning
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 …