Can I require funds be spent locally within a specified region?
Estate planning, while often focused on the distribution of assets after one’s passing, also encompasses careful consideration of *how* those …
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Can I require family retreats with certified facilitators?
The question of whether you can *require* family retreats with certified facilitators as part of a trust or estate plan …
Can I require equity investments in minority-led businesses?
The question of whether one can, or should, require equity investments in minority-led businesses as part of an estate plan …
Can I require drug testing before distributions are made?
The question of whether you can require drug testing before distributions are made from a trust is complex and deeply …
Can I require digital receipts for all disbursements?
As a trustee, managing the financial aspects of a trust requires meticulous record-keeping. The question of whether you can *require* …
Can I require co-trustee approval for all major distributions?
The question of requiring co-trustee approval for major distributions from a trust is a common one for individuals establishing or …
Can I require community service for access to distributions?
The question of whether you can require community service as a condition for receiving distributions from a trust is a …
Can I require an annual meeting between trustees and beneficiaries?
The question of mandating an annual meeting between trustees and beneficiaries is a surprisingly common one, particularly in California where …
Can I require all assets be held in environmentally screened funds?
The question of aligning investment portfolios with environmental, social, and governance (ESG) factors, specifically focusing on environmentally screened funds, is …
Can I require a trustee assistant for beneficiaries with disabilities?
Navigating the complexities of trust administration is challenging enough, but when a beneficiary has a disability, the need for specialized …