Can I require dual signatures for distributions above a set amount?
Yes, you absolutely can, and often should, require dual signatures for distributions above a certain amount from a trust, especially …
Wildomar Estate Planning
Can I limit trust access for beneficiaries involved in litigation?
The question of limiting trust access for beneficiaries embroiled in legal battles is a common concern for trust creators and …
Can the trust be funded by inheritance?
Absolutely, a trust can be funded by inheritance, and in many estate planning scenarios, it’s a common and advantageous method …
Can I require that trust documents remain private and sealed?
The desire to maintain privacy surrounding estate plans is incredibly common, and rightfully so; many clients of Steve Bliss, an …
Can I designate advisors to help the trustee?
The question of whether you can designate advisors to help a trustee is a crucial one in estate planning, and …