Can I mandate virtual check-ins for geographically dispersed heirs?
The question of mandating virtual check-ins for geographically dispersed heirs within a trust is becoming increasingly common as families spread …
San Diego County
Can I mandate tenant rights protection if trust property is rented out?
As a trustee managing property held within a trust, the question of tenant rights and mandated protections is a crucial …
Can I mandate multi-signature approval for capital distributions?
The question of mandating multi-signature approval for capital distributions from a trust is a frequently asked one, particularly by those …
Can I mandate equalization clauses for lifetime gifts?
The question of whether you can mandate equalization clauses for lifetime gifts is a common one for estate planning attorneys …
Can I mandate a code of conduct for trust managers?
Establishing a clear code of conduct for trust managers is not merely advisable, but increasingly vital in safeguarding the interests …
Can I make special arrangements for a beneficiary’s medical condition?
Estate planning, while often focused on financial assets, must also thoughtfully address the unique needs of beneficiaries, especially those with …
Can I make my trust terminate after reaching a financial threshold?
The concept of a trust terminating upon reaching a specific financial threshold is increasingly popular, reflecting a desire for dynamic …