Can I limit access to inheritance for heirs with known legal issues?
Estate planning is often viewed as a straightforward transfer of assets, but it’s rarely that simple, especially when heirs face …
San Diego County
Can I leave specific items of personal property to friends outside the family?
The question of whether you can bequeath specific personal property to friends outside of the family is a common one …
Can I leave instructions for the trustee on hiring financial advisors?
The question of whether you can dictate instructions to your trustee regarding the selection of financial advisors is a common …
Can I leave a beneficiary out of my estate plan without legal repercussions?
The question of whether you can intentionally exclude a beneficiary from your estate plan is a frequent one for estate …
Can I integrate artificial intelligence tools for trust administration tracking?
The world of trust administration, traditionally a paper-intensive and detail-oriented field, is increasingly open to the possibilities offered by artificial …
Can I incorporate flexible trust provisions for future tax law changes?
Estate planning, particularly involving trusts, isn’t a ‘set it and forget it’ process. The legal and tax landscapes are constantly …
Can I include unborn grandchildren in my trust?
The question of including unborn grandchildren in a trust is a common one for estate planning attorneys like Steve Bliss …