Can the assets in a bypass trust be commingled with personal assets?
The question of whether assets within a bypass trust – also known as an A-B trust or credit shelter trust …
Can testamentary trust documents include version control history?
The question of incorporating version control history into testamentary trust documents is a fascinating one, blending the traditional rigidity of …
Can my trust become irrevocable automatically?
The question of whether a trust can become irrevocable automatically is a common one for estate planning clients in San …
Can my estate plan reward heirs who serve in the military or public service?
The desire to incentivize and acknowledge service—whether through military duty or contributions to the public sector—is a deeply human one, …
Can my estate plan account for future changes in citizenship status?
Estate planning is often viewed as a static process – create a plan, and it remains in effect until death. …
Can I write my own will by hand?
The question of whether one can write their own will by hand, often referred to as a holographic will, is …
Can I Use the Trust to Subsidize Long-Term Family Housing Plans?
Estate planning, especially involving trusts, often extends beyond simply distributing assets after one’s passing. Many clients of Steve Bliss, an …
Can I use estate planning to honor cultural or religious traditions?
Estate planning is often viewed as a purely financial and legal exercise, focused on asset distribution and minimizing taxes. However, …
Can I use biometrics for beneficiary verification?
The question of utilizing biometrics for beneficiary verification within the realm of trust administration is gaining traction, particularly as technology …
Can I use an irrevocable trust to cap the total inheritance?
The question of controlling and ultimately capping the total inheritance received by beneficiaries is a common concern for estate planning …