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 …
San Diego County
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 …