Can I create multiple layers of trustees with different responsibilities?
The concept of layering trustees, establishing a hierarchy of responsibility within a trust, is indeed possible and can be a …
Escondido Estate Planning
Can I freeze accounts if beneficiaries become incapacitated?
The question of whether you can freeze accounts if beneficiaries become incapacitated is a critical one for anyone managing a …
Can I prohibit cash withdrawals from the trust altogether?
The question of completely prohibiting cash withdrawals from a trust is a common one for clients of Steve Bliss, an …
Can I give trustees flexibility to delay distributions during recessions?
Navigating estate planning involves anticipating future economic conditions, and a common concern is how to protect beneficiaries during downturns. Granting …
Can a trust support faith-based counseling services?
Establishing a trust to fund faith-based counseling services is a complex undertaking, but absolutely possible with careful planning and adherence …