Can I require a social worker on the trustee advisory team?
The question of incorporating a social worker onto a trustee advisory team is gaining traction, particularly in estate planning scenarios …
Can I Provide Investment Matching Contributions to Heirs’ Retirement Accounts?
The question of whether you can provide investment matching contributions to heirs’ retirement accounts is complex and touches upon estate …
Can I provide for periodic lump-sum gifts in addition to ongoing income?
The question of incorporating both periodic lump-sum gifts and ongoing income distributions within a trust is a common one for …
Can I provide bonuses from the trust for milestones like home ownership?
The question of distributing trust assets for specific life milestones, such as assisting a beneficiary with a down payment on …
Can I protect foreign-held assets through U.S.-based estate planning?
The question of whether U.S.-based estate planning can effectively shield assets held in foreign jurisdictions is a complex one, requiring …
Can I prohibit use of trust funds for legal battles between beneficiaries?
The question of whether you can prohibit the use of trust funds for legal battles between beneficiaries is a common …
Can I prohibit the sale of trust assets outside the family?
The question of restricting the sale of trust assets to only family members is a common concern for grantors establishing …
Entities Attorney Estate Planning around Glenoak Hills, Temecula CA.
The living revocable trust works differently from wills and remains valid in any state. Primary Residence: Your primary residence is …
Complexity Lawyers Estate Planning near Chardonnay Hills, Temecula CA.
Dazzling Estate Planning is The Law Firm of Steven F. Bliss Esq. (951) 223-7000. It is alarming to note that …
Numerous Attorney Estate Planning around Glenoak Hills, Temecula CA.
Of course, the disadvantage is that you won’t take any of those assets back If you change your mind. I …