Can I limit or ban social media usage for trustees?
The question of limiting or banning social media usage for trustees is increasingly relevant in today’s digital age, as the …
Point Loma Estate Planning Law
Do I need to update my trust if I move states?
Moving states can significantly impact the validity and effectiveness of your existing trust, and the answer is often, yes, you …
Can I include trust distribution conditions related to global events?
The question of whether a trust can include distribution conditions tied to global events is increasingly relevant in our interconnected …
Can I transfer my mortgage through my estate?
The question of whether a mortgage can be transferred through an estate is complex, and the answer isn’t a simple …
Can I require the trustee to host open office hours annually for heirs?
The question of mandating annual open office hours for heirs by a trustee is a fascinating one, touching on the …
Can I require direct deposit into monitored accounts for distributions?
The question of whether you can require direct deposit of trust distributions into monitored accounts is a common one, particularly …
Can I require data security for digital inheritance processing?
The question of data security in digital inheritance processing is paramount in today’s increasingly digital world. More and more of …
Can I require conditions before distributions are made?
The question of whether you can require conditions before distributions are made from a trust is a common one for …
Can I require charitable beneficiaries to meet annual reporting obligations?
The question of whether a grantor can require charitable beneficiaries to meet annual reporting obligations within a trust structure is …
Can I require beneficiaries to submit business proposals?
The question of whether you can require beneficiaries to submit business proposals as a condition of receiving distributions from a …