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Escondido Estate Planning

Can I change the trustee without changing the trust?

June 5, 2025 by admin

The question of whether you can change the trustee of a trust without altering the trust document itself is a …

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Can I set up a CRT jointly with my spouse?

June 5, 2025 by admin

Community property states, like California where Steve Bliss practices, offer unique estate planning opportunities, and a Community Revocable Trust (CRT) …

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Can I enable estate contributions to climate justice funds?

June 5, 2025 by admin

The question of incorporating charitable giving, specifically to climate justice funds, within estate planning is becoming increasingly popular as individuals …

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Can the trust require that medical debt be prioritized in emergency disbursements?

June 5, 2025 by admin

The question of prioritizing medical debt within a trust’s emergency disbursement guidelines is a complex one, rooted in both legal …

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Can a CRT be used to support research into rare diseases?

June 5, 2025 by admin

Charitable Remainder Trusts (CRTs) represent a powerful, yet often overlooked, tool for funding vital research, particularly in areas like rare …

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Recent Posts

  • Can I change the trustee without changing the trust?
  • Can I set up a CRT jointly with my spouse?
  • Can I enable estate contributions to climate justice funds?

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