Can I require publication of a trust performance report to all heirs annually?
The question of requiring annual performance reports for trust beneficiaries is a common one for estate planning attorneys like Steve …
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Can I Require Proof of Financial Hardship for Early Principal Access?
The question of accessing principal within a trust before the designated distribution dates is a common one, particularly when unforeseen …
Can I require oversight of financial behavior before disbursing major gifts?
The question of whether you can, and should, require oversight of a beneficiary’s financial behavior before disbursing major gifts or …
Can I require multi-generational estate simulations for family education?
The concept of multi-generational estate simulations as a tool for family education is gaining traction, particularly among families with substantial …
Can I require mandatory trustee audits every 5 years?
The question of whether you can require mandatory trustee audits every five years is a complex one, deeply rooted in …
Can I require investment in local community development projects?
The question of whether you can require investment in local community development projects within the framework of a trust is …
Can I require income payments be used only for primary residence expenses?
The question of restricting income payments from a trust specifically to primary residence expenses is a common one for individuals …
Can I require data transparency from trust-managed businesses?
The question of data transparency from businesses operating under a trust structure is increasingly relevant in today’s world, where data …
Can I require continuing education for all beneficiaries?
The question of mandating continuing education for trust beneficiaries is a fascinating, and increasingly popular, concept in estate planning, particularly …
Can I require civic engagement for inheritance access?
The idea of tying inheritance to civic engagement – requiring beneficiaries to participate in community service or demonstrate active citizenship …