Can a trust prohibit the use of offshore tax havens?
The question of whether a trust can effectively prohibit the use of offshore tax havens is increasingly relevant in today’s …
Wildomar Estate Planning
Can a CRT work in conjunction with a private foundation?
Absolutely, a Charitable Remainder Trust (CRT) can work in conjunction with a private foundation, offering a sophisticated strategy for both …
Can I require investment alignment with religious values?
The question of aligning investments with religious or ethical values is increasingly prevalent, particularly within estate planning, and Steve Bliss, …
Can the trust fund specialized medical devices not covered by insurance?
Navigating the financial aspects of specialized medical care, particularly when insurance falls short, is a concern for many families in …
Can I include guardianship transition support in the trust terms?
Absolutely, incorporating provisions for guardianship transition support within a trust is a thoughtful and increasingly common practice, especially for families …