Can the trust specify a maximum annual distribution cap?
Absolutely, a trust can, and often should, specify a maximum annual distribution cap, providing a critical layer of financial control …
Wildomar Estate Planning
Can I include terms for supporting intergenerational housing solutions?
The increasing cost of living, coupled with an aging population and shifting family dynamics, is driving a renewed interest in …
Can I add new beneficiaries to the trust?
The ability to add new beneficiaries to a trust is a frequent question for clients of Steve Bliss, an Estate …
Can a bypass trust subsidize relocation costs for heirs impacted by climate change?
The increasing threat of climate change is forcing individuals and families to consider relocation as a necessary measure for safety …
Can I structure the trust to support creative works or publications?
Absolutely, a trust can be meticulously structured to not only preserve assets but also to actively support creative endeavors, publications, …