Can I require that property be maintained in historical condition?
Estate planning, at its core, is about more than just financial assets; it’s about preserving legacy. For many individuals, particularly …
Can I require that heirs draft personal mission statements?
The concept of including requirements within a trust – like mandating heirs draft personal mission statements – is a fascinating …
Can I require that a family business remain within the family?
The desire to keep a family business within the family lineage is a deeply rooted emotion for many entrepreneurs and …
Can I require social media confidentiality from trustees and beneficiaries?
The digital age has introduced complexities to estate planning that were unimaginable even a decade ago. One growing concern is …
Can I require regular investment reviews by an advisory board?
The question of whether you can require regular investment reviews by an advisory board, particularly within the context of a …
Can I require quarterly audits from an independent firm?
The question of whether you can require quarterly audits from an independent firm regarding your trust is a common one …
Can I require public benefit disclosures from charitable distributions?
The question of requiring public benefit disclosures from charitable distributions, particularly when utilizing trusts, is becoming increasingly important for both …
Can I require language access services as part of the CRT’s remainder use?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools that allow individuals to donate assets to a charity while retaining …
Can I require independent asset appraisals every three years?
The question of requiring independent asset appraisals every three years within a trust framework is a practical one, frequently asked …
Can I Require Full Family Disclosure Before Releasing Certain Funds?
As a San Diego trust attorney like Ted Cook often advises, the question of requiring full family disclosure before releasing …