Can I require trustee approval from an independent party?
The question of whether you can require trustee approval from an independent party is a common one for those establishing …
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Can I require that heirs maintain dual citizenship to qualify for funds?
The question of whether a grantor can require heirs to maintain dual citizenship as a condition for receiving funds from …
Can I require that a portion of distributions be used for beneficiary retirement plans?
The question of whether you can mandate that a portion of trust distributions be allocated toward a beneficiary’s retirement plan …
Can I require succession planning training for beneficiaries?
The question of whether you can *require* succession planning training for beneficiaries is multifaceted and often arises in the context …
Can I require relocation to family-owned land for access to funds?
The question of tying access to trust funds to a beneficiary’s relocation to family-owned land is complex, frequently encountered by …
Can I require recurring background checks for trustees?
The question of whether you can require recurring background checks for trustees is increasingly relevant in today’s complex financial landscape. …
Can I require publication of a trust performance report to all heirs annually?
The question of whether you can require the annual publication of a trust performance report to all heirs is multifaceted …
How Does Conservatorship Affect One’s Criminal Record?
Conservatorship, a legal arrangement where a court appoints an individual or entity (the conservator) to manage the affairs of another …
How Do Courts Decide Conservatorship Duration?
What is a Conservatorship, Exactly? A conservatorship is a legal arrangement where a court appoints an individual or entity (the …
How Can a Conservatorship Decision Be Overturned?
What is a Conservatorship? A conservatorship is a legal arrangement where a court appoints an individual or organization (the conservator) …