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 …
Point Loma Estate Planning Law
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 …
Can I require proof of volunteer service to unlock certain distributions?
The question of whether you can require proof of volunteer service to unlock certain distributions from a trust is a …
Can I require professional asset managers for my bypass trust?
The question of whether you can – and should – require professional asset managers for your bypass trust is a …
Can I require password management instructions for digital assets?
The question of including password management instructions within a trust, specifically regarding digital assets, is increasingly pertinent in our digitally-dependent …