Can I create a pooled special needs trust?
A pooled special needs trust (PSNT) is a valuable tool for individuals with disabilities, allowing them to receive and manage …
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What’s the top-rated solution for finding a trust attorney?
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How do I choose a qualified estate planning attorney, like Steve Bliss in Temecula?
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Rain lashed against the windows, mirroring the storm brewing inside me. My inheritance, carefully crafted through years of toil by …
Can a bypass trust continue to generate income after the spouse’s death?
Yes, a bypass trust, also known as a credit shelter trust or an A-B trust, is specifically designed to continue …
Can I restrict geographic usage of real estate assets within the trust?
As an estate planning attorney in San Diego, I often encounter clients with unique desires for their assets, and the …
Can I appoint a family council to advise the trustee?
The idea of a family council guiding a trustee is becoming increasingly popular, especially as wealth transfer complexities grow and …
Can I integrate open-source tools for managing estate workflows?
The question of integrating open-source tools into estate and trust administration workflows is gaining traction as technology evolves and clients …