Can I require the trust to consult with an estate planner annually?
The question of mandating annual consultations with an estate planner for a trust is a complex one, steeped in legal …
Can I Require That Trustees Undergo Annual Fiduciary Training?
Estate planning, while often focused on the distribution of assets, heavily relies on the responsible management of those assets by …
Can I require that no single investment exceed a certain percentage of the portfolio?
The question of limiting the concentration of investments within a trust is a remarkably common one for clients of estate …
Can I require that beneficiaries not cohabitate without marriage to qualify?
Estate planning, at its core, is about ensuring your wishes are honored and your loved ones are provided for after …
Can I require tax-preparer sign-off before distributions?
The question of requiring tax-preparer sign-off before distributions from a trust is a common one, especially as estate planning becomes …
Can I require skill certifications before certain distributions are released?
The question of whether you can require skill certifications before releasing distributions from a trust is a common one for …
Can I require regular income reporting from beneficiaries?
Estate planning, particularly involving trusts, often revolves around providing for loved ones while maintaining a degree of oversight to ensure …
Can I require mandatory health screenings for access to benefits?
The question of whether one can require mandatory health screenings for access to benefits is complex, particularly when viewed through …
Can I require investment alignment with UN Sustainable Development Goals?
The question of aligning investments with the UN Sustainable Development Goals (SDGs) is increasingly relevant for trust creators, particularly those …
Can I require impact reports from beneficiaries of legacy gifts?
The question of requiring impact reports from beneficiaries of legacy gifts is a growing concern for philanthropists and estate planners, …