Can I require conflict resolution workshops for the family?
Estate planning, while often focused on asset distribution, fundamentally centers around people—family members who may have differing opinions, emotional attachments, …
San Diego County
Can I require civic engagement for inheritance access?
The question of whether you can require civic engagement for inheritance access is a surprisingly complex one, deeply rooted in …
Can I require beneficiaries to submit net worth statements?
Estate planning, while focused on distributing assets after one’s passing, often involves considering the current and future financial well-being of …
Can I require beneficiaries to meet certain criteria before distribution?
The question of whether you can require beneficiaries to meet certain criteria before receiving an inheritance is a common one …
Can I Require Background Checks for Trustees?
The question of whether you can require background checks for trustees is increasingly common, and the short answer is generally, …
Can I require annual updates to the estate plan by trustees?
Estate planning is not a one-time event; it’s a continuous process that needs regular attention to remain effective. While a …
Can I require annual reporting by the trustee to the beneficiaries?
The question of requiring annual reporting from a trustee to beneficiaries is a common one, and the answer is nuanced, …