How do I challenge an irrevocable trust?
Irrevocable trusts are designed to be just that—unalterable. However, life throws curveballs, and sometimes circumstances necessitate a challenge to these …
How do gift taxes interact with testamentary trust distributions?
Navigating the intersection of gift taxes and testamentary trust distributions requires a careful understanding of estate planning principles. A testamentary …
How can I protect a spendthrift heir’s inheritance?
Protecting an inheritance from a spendthrift heir is a common concern for estate planning attorneys like Steve Bliss in San …
How can I ensure my trust includes up-to-date digital access clauses?
The modern estate plan extends far beyond tangible assets; it now necessitates addressing the growing realm of digital property. This …
How are testamentary trusts treated in different states?
Testamentary trusts, created within a last will and testament, are powerful estate planning tools offering flexibility and control over asset …
How are antique or collectible valuations maintained in a trust?
Establishing a trust is a powerful tool for estate planning, offering a method to manage and distribute assets according to …
Does getting divorced affect my testamentary trust?
Navigating a divorce is a complex emotional and legal process, and it’s natural to wonder how such a significant life …
How does a living trust impact Medicaid planning?
Navigating the complexities of Medicaid eligibility while simultaneously aiming to protect assets can feel like walking a tightrope. A living …
How do testamentary trusts fit into long-term estate planning?
Testamentary trusts are powerful tools within a comprehensive estate plan, created not during a person’s lifetime, but *within* their will. …
How do I transfer an LLC interest into a trust?
Transferring an LLC interest into a trust is a critical estate planning step for business owners in San Diego, and …