Can I require use of cooperatively owned financial institutions?
The question of whether you can *require* the use of cooperatively owned financial institutions within your estate plan is a …
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Can I require trustees to hold regular strategy meetings?
The question of whether you can require trustees to hold regular strategy meetings is multifaceted and deeply rooted in the …
Can I require trustee rotation after a specific number of years?
The question of whether you can require trustee rotation after a specific number of years is a common one for …
Can I require trustee approval before asset liquidation?
The question of requiring trustee approval before asset liquidation within a trust is a cornerstone of prudent estate planning, and …
Can I require the trustee to submit an annual investment philosophy statement?
The question of whether you can require a trustee to submit an annual investment philosophy statement is a nuanced one, …
Can I require the trustee to maintain insurance for all trust-held property?
Establishing a trust is a powerful tool for managing and distributing assets, but it’s crucial to consider all aspects of …
Can I require the trustee to disclose vendor ESG ratings to beneficiaries?
The question of whether a beneficiary can require a trustee to disclose Environmental, Social, and Governance (ESG) ratings of a …
Can I require skill certifications before certain distributions are released?
The question of whether a Grantor can require beneficiaries to obtain skill certifications before receiving distributions from a trust is …
Can I require regular financial updates from beneficiaries?
As a trustee, navigating the balance between responsible oversight and respecting beneficiary privacy can be a delicate act. The question …
Can I require publishing a family history project?
The question of whether you can *require* a beneficiary to complete a family history project as a condition of receiving …