Can I specify a formula to calculate yearly distributions?
The question of whether you can specify a formula to calculate yearly distributions from a trust is central to effective …
San Diego County
Can I set up recurring distributions for a cause I care about?
The desire to support meaningful causes extends beyond one-time donations for many individuals. Establishing a plan for recurring distributions to …
Can I set up an educational incentive trust?
The question of establishing an educational incentive trust is one Steve Bliss, as an Estate Planning Attorney in San Diego, …
Can I set up a travel allowance for multiple heirs using trust funds?
Establishing a trust to manage and distribute assets, including providing for specific lifestyle needs like travel, is a common practice …
Can I set up a charitable remainder trust with appreciated stock?
The question of utilizing appreciated stock within a Charitable Remainder Trust (CRT) is a common one for those interested in …
Can I set recurring trustee education requirements?
Establishing a trust is a significant step in estate planning, but it’s not a ‘set it and forget it’ situation. …
Can I set lifetime earning limits for certain classes of distributions?
The question of whether you can set lifetime earning limits for certain classes of distributions within a trust is a …