How does an ILIT work?
An Irrevocable Life Insurance Trust (ILIT), is a powerful estate planning tool designed to remove the proceeds of a life …
How does a testamentary trust treat jointly held property with rights of survivorship?
Testamentary trusts, created within a will, offer a powerful mechanism for managing assets after death, but their interaction with jointly …
How does a testamentary pet trust work?
The love for a pet is a powerful and enduring bond, and responsible pet owners increasingly consider the future care …
How do you typically charge for your services—flat fee, hourly, or a combination?
As an estate planning attorney in San Diego, like Steve Bliss, determining the right fee structure is crucial for both …
How do you plan for future incapacity in estate documents?
Planning for future incapacity—the inability to manage one’s own affairs due to illness or injury—is a critical, yet often overlooked, …
How do you handle estate plans involving surrogacy or IVF?
Estate planning for families created through assisted reproductive technologies like surrogacy or In Vitro Fertilization (IVF) presents unique challenges that …
How do you handle charitable trusts in the context of personal estate plans?
Integrating charitable trusts into a comprehensive estate plan is a powerful way to support causes you care about while potentially …
Should I Store My Trust With an Attorney or At Home?
The question of where to store your trust documents – with an attorney or at home – is a surprisingly …
Should I Include Trust Reviews in My Financial Planning Schedule?
Integrating trust reviews into your comprehensive financial planning isn’t just prudent—it’s often essential for safeguarding your assets and ensuring your …
Is there a waiting period before a testamentary trust becomes active?
Testamentary trusts, established within a will, offer a powerful way to manage and distribute assets after someone’s passing, but the …