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 …
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 …
How Do Conservatorships Handle Outstanding Debts?
Conservatorships are legal arrangements where a court appoints an individual, known as a conservator, to manage the financial affairs and …
How Can a Conservatorship Impact Family Inheritance?
What is a Conservatorship, Exactly? A conservatorship is a legal arrangement where a court appoints an individual or entity (the …