Can I require the trustee to hold town halls for family members or community updates?
The idea of mandating regular “town halls” or updates from a trustee to beneficiaries is a fascinating one, and surprisingly …
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Can I create rotating trustee selection committees to ensure fairness?
The question of establishing rotating trustee selection committees is a thoughtful one, reflecting a commitment to transparency and impartiality in …
Can I limit trust fund access to beneficiaries with stable employment?
The question of whether you can limit trust fund access to beneficiaries based on their employment status is a common …
Can a bypass trust pay for private school or college?
A bypass trust, also known as a “B” trust or a family bypass trust, is a powerful estate planning tool …
Can I require financial literacy training for beneficiaries before distribution?
The question of whether you can require financial literacy training for beneficiaries before distributing inherited assets is increasingly relevant in …
Can a trust allow flexible disbursement timing based on treatment cycles?
Absolutely, a thoughtfully designed trust can absolutely accommodate flexible disbursement timing keyed to the phases of a treatment cycle, offering …
Can a trust support online entrepreneurship ventures?
The question of whether a trust can support online entrepreneurship ventures is increasingly relevant in today’s digital economy, and the …
Can a trust support online entrepreneurship ventures?
The question of whether a trust can support online entrepreneurship ventures is increasingly relevant in today’s digital economy, and the …
Can I restrict disbursements to businesses that meet accessibility standards?
As an estate planning attorney in Wildomar, California, I often encounter clients with deeply held values who wish to extend …
Can I restrict disbursements to businesses that meet accessibility standards?
The question of restricting disbursements to businesses based on accessibility standards is increasingly relevant as societal awareness and legal obligations …