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Wildomar Estate Planning

Can a trust own rental property?

June 5, 2025 by admin

Yes, a trust can absolutely own rental property, and in fact, it’s a common and often advantageous estate planning strategy …

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Can the trust mandate recurring beneficiary satisfaction surveys?

June 5, 2025 by admin

The question of whether a trust can mandate recurring beneficiary satisfaction surveys is a fascinating intersection of traditional estate planning …

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Can the trust offer conditional bonuses for therapy compliance?

June 5, 2025 by admin

The question of whether a trust can offer conditional bonuses for therapy compliance is a complex one, touching on legal, …

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Can I stipulate that heirs must undergo mental health evaluations before accessing funds?

June 5, 2025 by admin

The question of whether you can require heirs to undergo mental health evaluations before accessing inherited funds is complex, but …

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Can I include a family mission statement in the trust?

June 5, 2025 by admin

That’s a surprisingly common question for families engaging in estate planning with Steve Bliss, and the answer is a nuanced …

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Recent Posts

  • Can I plan for the ownership transition of a family cemetery plot?
  • Can a trust restrict resale of homes funded by the trust?
  • Can the trust offer conditional bonuses for therapy compliance?

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