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 …
Point Loma Estate Planning Law
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 …
Can I require mandatory financial education for beneficiaries of a bypass trust?
The question of whether you can require mandatory financial education for beneficiaries of a bypass trust is a complex one, …
Can I require independent third-party audits of trust distributions?
The question of whether you can require independent third-party audits of trust distributions is a common one for those establishing …
Can I require heirs to complete financial counseling before inheriting?
The idea of conditioning an inheritance on an heir’s financial literacy is gaining traction, and yes, in California, and specifically …