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 …
Point Loma Estate Planning Law
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 …