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 …
San Diego County
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 …