Can a special needs trust be used to fund specialized driving programs?
The question of whether a special needs trust (SNT) can fund specialized driving programs is a common one for families …
Wildomar Estate Planning
Can a CRT require annual visits by the charity to trust-managed property?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to a trust, receive income for …
Can the bypass trust require a beneficiary to reside in a particular country or state?
The question of whether a bypass trust—also known as a credit shelter trust or an A/B trust—can stipulate a beneficiary’s …
Can I make special arrangements for a beneficiary’s medical condition?
Navigating estate planning can be complex, and a common concern for many clients of Steve Bliss, Estate Planning Attorney in …
Can I require the trustee to file reports with a probate court?
The question of whether you can require a trustee to file reports with a probate court is a common one …