Can I require beneficiaries to maintain family traditions?
The desire to preserve family traditions after one’s passing is a deeply human one, stemming from a longing for legacy …
San Diego County
Can I require attendance at financial bootcamps or seminars?
The question of whether you can *require* attendance at financial bootcamps or seminars, particularly as it relates to estate planning …
Can I require annual submission of personal development plans?
The question of whether you can require annual submission of personal development plans, particularly within the context of estate planning …
Can I require annual conflict-of-interest disclosures from trustees?
Establishing clear guidelines for trustees, including requiring annual conflict-of-interest disclosures, is a cornerstone of responsible estate planning and trust administration. …
Can I require an annual meeting between trustees and beneficiaries?
The question of mandating an annual meeting between trustees and beneficiaries is a frequent one for estate planning attorneys like …
Can I require a trustee to invest in bonds over stocks?
The question of whether you can dictate investment strategy to a trustee, specifically favoring bonds over stocks, is a common …
Can I require a social worker on the trustee advisory team?
The question of incorporating a social worker onto a trustee advisory team is gaining traction, particularly in estate planning scenarios …