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 …
Point Loma Estate Planning Law
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 …
Can I require beneficiaries to submit financial statements?
The question of whether a grantor can require beneficiaries to submit financial statements within a trust is a common one, …
Can I require beneficiaries to meet certain criteria before distribution?
The question of whether you can require beneficiaries to meet certain criteria before receiving trust distributions is a common one …
Can I Require Background Checks for Trustees?
Establishing a trust is a significant step in estate planning, designed to protect assets and ensure their proper distribution according …