Can I require the trustee to report to a board of advisors?
Estate planning, while deeply personal, often involves complexities that necessitate careful consideration of control and oversight, particularly when utilizing a …
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Can I require the trustee to invest in low-volatility portfolios?
The question of whether you can require a trustee to invest in low-volatility portfolios is a common one for those …
Can I require the trustee to consult with the beneficiary’s care team?
Navigating the complexities of trust administration, particularly when a beneficiary requires ongoing care, often brings up the question of trustee …
Can I require the trust to maintain a percentage in liquid assets?
Estate planning, while often focused on the distribution of assets after one’s passing, also encompasses careful management *during* the lifetime …
Can I require that trust-held properties be maintained to green building standards?
The question of incorporating green building standards into the maintenance of properties held within a trust is becoming increasingly prevalent …
Can I require that part of the trust be used for justice-involved family re-entry support?
The question of incorporating provisions for justice-involved family member re-entry support within a trust is gaining traction as individuals seek …
Can I require that distributions be managed by a licensed advisor?
Estate planning, at its core, is about ensuring your wishes are honored and your assets are distributed according to your …
Can I require pre-marital agreements for beneficiaries?
The question of whether you can require pre-marital agreements for beneficiaries of a trust is complex, deeply rooted in estate …
Can I require passive income goals for continued benefits?
The question of whether you can require passive income goals as a condition for continued benefits within a trust is …
Can I require minimum income to access full distributions?
The question of whether you can require minimum income to access full distributions from a trust is a common one …