Can I require public acknowledgment of the trust’s role in major expenses?
The question of requiring public acknowledgment of a trust’s role in major expenses is a surprisingly complex one, deeply intertwined …
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Can I Require Professional Certifications for Trustees?
The question of whether you can require professional certifications for trustees is a common one, especially as estate planning becomes …
Can I require financial counseling for beneficiaries before distribution?
The question of whether you can require financial counseling for beneficiaries before trust distributions is a surprisingly common one for …
Can I require ethical certification from investment managers?
As a trustee or individual establishing a trust, the question of requiring ethical certification from investment managers is increasingly relevant …
Can I require drug testing before distributions are made?
The question of whether a grantor can require drug testing as a condition for distributions from a trust is complex, …
Can I require digital receipts for all disbursements?
As a trustee, meticulously documenting all trust disbursements is paramount, and the question of accepting digital receipts is increasingly relevant …
Can I require co-trustees to make decisions unanimously?
The question of whether you can require co-trustees to make decisions unanimously is a common one for those establishing or …
Can I Require Community Service for Access to Distributions?
The concept of tying trust distributions to community service, while seemingly benevolent, presents a complex legal landscape. As a San …
Can Conservatorships Restrict Entertainment Choices?
Conservatorships are legal arrangements designed to protect individuals who are unable to manage their own affairs due to physical or …
Can Conservatorships Manage Litigation Matters?
Conservatorships are legal arrangements where a court appoints an individual or entity (the conservator) to manage the affairs of another …