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 …
Point Loma Estate Planning Law
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 …