Can I fund a special needs trust with stocks or bonds?
The question of whether stocks and bonds can fund a special needs trust is a common one for families planning …
San Diego County
Can I fund a CRT with a vacation home that will be sold after my death?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining income for …
Can I fund a bypass trust with qualified retirement plan assets?
The question of funding a bypass trust – also known as a credit shelter trust or a B-trust – with …
Can I Freeze Distributions During Internal Family Investigations?
The question of whether you can freeze distributions during internal family investigations concerning a trust is a complex one, deeply …
Can I exclude real estate from investment calculations for distribution purposes?
The question of whether you can exclude real estate from investment calculations for distribution purposes, particularly within the context of …
Can I exclude certain creditors or former associates from accessing estate records?
Estate planning, at its core, is about control – controlling the distribution of your assets and, importantly, controlling who has …
Can I establish separate investment pools within one bypass trust?
The question of establishing separate investment pools within a single bypass trust, also known as a credit shelter trust or …
Candid Probate Lawyer Oceanside
Do you have to be a lawyer to do probate? Candidates must be or have the following: Licensed to practice …
Boundless Living Trust Lawyer Del Mar
Another misconception is that if a home has no equity, it won’t go through probate when the amount of equity …
Bold Living Trust Lawyer Vista
Dynamic estate planning lawyer Escondido is The Law Firm of Steven F. Bliss Esq. 3914 Murphy Canyon Rd Suite a202, …