Can I keep my estate plan private?
The question of maintaining privacy surrounding an estate plan is a common one for clients of Steve Bliss, an Estate …
Can the trust cover translation services for medical or legal appointments?
The question of whether a trust can cover translation services for medical or legal appointments is a nuanced one, deeply …
Does an irrevocable trust protect assets from creditors?
The question of whether an irrevocable trust effectively shields assets from creditors is a complex one, deeply rooted in state …
Is a living trust a good way to avoid estate taxes?
A living trust, while a powerful estate planning tool, isn’t a magic bullet for avoiding estate taxes, though it can …
Can a trust own patents or trademarks?
Yes, a trust can absolutely own patents and trademarks, offering a valuable strategy for estate planning and asset protection, and …
Can I prohibit the sale of trust assets outside the family?
As an estate planning attorney in San Diego, I frequently encounter clients wanting to ensure their assets remain within the …
What is a grantor in a revocable trust?
The grantor, also known as the trustor or settlor, is the individual who creates a revocable trust and transfers assets …
Can the trust bar trustees from engaging in self-dealing?
Absolutely, a properly drafted trust document can, and should, bar trustees from engaging in self-dealing, and this is a cornerstone …
Can a bypass trust be used to hold inherited farmland?
A bypass trust, also known as a credit shelter trust, is a powerful estate planning tool, and yes, it absolutely …
Can a CRT be created to co-fund research with a university?
Charitable Remainder Trusts (CRTs) can indeed be strategically established to co-fund research initiatives with universities, offering a unique blend of …