Can I require recurring background checks for trustees?
The question of whether you can require recurring background checks for trustees is a pertinent one, particularly in an era …
San Diego County
Can I require publication of an annual family impact report?
The concept of requiring an annual “family impact report” connected to a trust is intriguing and, while not standard practice, …
Can I Require Psychological Evaluation Prior to Large Distributions?
The question of whether you can require a psychological evaluation prior to large distributions from a trust is a complex …
Can I require passive income goals for continued benefits?
The question of whether you can tie continued benefits within a trust to the achievement of passive income goals is …
Can I require my children to reach a certain age before inheriting?
Estate planning is often seen as simply determining who gets what after you’re gone, but it’s far more nuanced than …
Can I require matching personal savings for distributions?
The question of whether you can require matching personal savings for distributions from a trust is a nuanced one, deeply …
Can I require legal sign-off on asset transfers to minors?
The question of requiring legal sign-off on asset transfers to minors is a crucial one for estate planning, and something …