Can I require digital literacy certifications for asset managers?
The question of whether you can—and should—require digital literacy certifications for asset managers is increasingly pertinent in today’s rapidly evolving …
admin
Can I require annual summaries of how the trust improved quality of life?
The notion of quantifying “quality of life” improvements stemming from a trust is a fascinating, and increasingly popular, consideration for …
Can I require annual meetings between trustees and beneficiaries?
The question of whether you can *require* annual meetings between trustees and beneficiaries is nuanced and largely depends on the …
Can I require an heir to take estate administration training?
The question of whether you can *require* an heir to undertake estate administration training is complex and largely depends on …
Can I require all estate professionals to complete DEI training?
The question of mandating Diversity, Equity, and Inclusion (DEI) training for estate professionals – encompassing trust attorneys, financial advisors, and …
Can I require a trustee succession plan within the trust document?
The question of incorporating a trustee succession plan within a trust document is not merely advisable—it’s becoming increasingly critical in …
Can I require a psychologist’s certification for mentally ill heirs before disbursement?
Navigating the complexities of trust distributions to heirs with mental health challenges is a sensitive yet crucial aspect of estate …
Can Conservatorship Prevent Lawsuits?
What is a Conservatorship, Exactly? A conservatorship is a legal arrangement where a court appoints an individual or organization, known …
Can A Conservatorship Be Voluntarily Initiated?
What is a Conservatorship? A conservatorship is a legal arrangement where a court appoints an individual or organization, known as …
Can a Conservatorship Apply to Disabled Veterans?
Navigating the complexities of legal guardianship can be daunting, especially when it involves individuals who have bravely served our country. …