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 …
Point Loma Estate Planning Law
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 …
Can I require an heir to be part of a collective inheritance council?
The idea of establishing a collective inheritance council within a trust is certainly novel and increasingly relevant as wealth transfers …
Can I require algorithmic audits for investment automation in the trust?
The integration of automated investment strategies, driven by algorithms, within a trust presents both exciting opportunities and crucial considerations for …
Can I require a successor trustee be approved by a third party?
The question of whether you can require a successor trustee to be approved by a third party is a common …