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 …
Point Loma Estate Planning Law
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 …