Can a special needs trust fund accessible garden or greenhouse setups?
Absolutely, a special needs trust can, and often should, fund accessible garden or greenhouse setups, provided it aligns with the …
Escondido Estate Planning
Can a testamentary trust contain anti-alienation provisions?
Testamentary trusts, created through a will and taking effect after death, offer a powerful mechanism for controlling asset distribution long …
How are trust distributions reported to benefit agencies?
Reporting trust distributions to benefit agencies, such as Social Security, Medicare, and Medicaid, is a critical component of estate and …
Can I limit professional athletes from using the trust for training?
As an Escondido estate planning attorney, Steve Bliss often encounters unique client needs, and the question of restricting trust funds …
Can I revoke the trustee’s authority if they don’t meet performance standards?
The question of revoking a trustee’s authority when performance falls short is a common concern for those establishing or maintaining …