Can I require succession planning training for beneficiaries?
The concept of requiring succession planning training for beneficiaries is gaining traction as estate planning attorneys like Steve Bliss recognize …
San Diego County
Can I require review of trust goals every decade?
Estate planning, particularly the creation of trusts, is often viewed as a “set it and forget it” task. However, this …
Can I require regular financial updates from beneficiaries?
As a grantor establishing a trust, the question of monitoring beneficiary financial behavior is a common one, particularly when the …
Can I require purchase of life insurance for key family members?
The question of whether you can *require* key family members to purchase life insurance within the framework of a trust …
Can I require psychological interviews prior to distributions?
The question of whether you can require psychological interviews prior to distributions from a trust is complex, deeply intertwined with …
Can I require private equity allocations to meet social impact criteria?
The intersection of private equity and social impact investing is rapidly evolving, driven by increasing investor demand for investments that …
Can I require my trustee to work with a specific law firm or advisor?
The question of whether you can dictate which legal counsel or financial advisor your trustee must utilize is a frequent …