Does a Special Needs Trust Protect Medicaid Eligibility?
The question of whether a special needs trust (SNT) protects Medicaid eligibility is a critical one for families caring for …
San Diego County
Do you recommend naming professional trustees for complex plans?
Estate planning, at its core, is about ensuring your wishes are carried out after you’re gone, and for complex plans—those …
Do you provide services in multiple languages or with interpreters?
Navigating the world of estate planning can be complex enough, even when everything is communicated in your native language. For …
Do you offer remote or virtual meetings for clients?
In today’s fast-paced world, convenience is paramount, and that extends to legal services. Steve Bliss, as an Estate Planning Attorney …
Do you coordinate estate plans with financial planners or CPAs?
The question of coordinating estate plans with financial planners and Certified Public Accountants (CPAs) is central to crafting a truly …
Do testamentary trusts require a separate tax ID?
The question of whether testamentary trusts require a separate tax ID, or Employer Identification Number (EIN), is a common one …
Do I need to retitle assets to the name of the trust?
The question of whether you need to retitle assets to the name of your trust is a fundamental one for …