Can I require mediation for all trust disputes?
The question of whether you can require mediation for all trust disputes is a common one for those establishing trusts, …
Can I Require Lifestyle Assessments Before Major Distributions?
As an estate planning attorney in San Diego, I frequently encounter clients wanting to ensure their wealth not only passes …
Can I require investment alignment with religious values?
The question of aligning investments with religious or ethical values is becoming increasingly prevalent, and the answer is nuanced, particularly …
Can I require heirs to meet with family historians before inheriting?
The idea of tying inheritance to engagement with family history is gaining traction, particularly among families who deeply value their …
Can I require genetic testing to confirm beneficiary status?
The question of whether you can require genetic testing to confirm beneficiary status within a trust is becoming increasingly relevant, …
Can I require financial contributions from heirs into a shared community trust?
The concept of requiring financial contributions from heirs into a shared community trust, often referred to as a family wealth …
Can I require ethical certification from investment managers?
The question of whether you can require ethical certification from investment managers is increasingly relevant as individuals seek assurance that …
Can I require asset diversification within the trust?
Establishing a trust is a significant step in estate planning, and a frequent question arises regarding control over how those …
Can I require annual submission of personal development plans?
The question of whether you can require annual submission of personal development plans, particularly within the context of trust administration …
Can I Require Annual Family Ethics Training for All Beneficiaries?
The question of mandating annual ethics training for trust beneficiaries, while seemingly unconventional, is gaining traction as families recognize the …