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 …
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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, …
Can I require financial planning approval before large distributions?
The question of whether you can require financial planning approval before large distributions from a trust is a common and …
Can I require family retreats with certified facilitators?
The question of mandating family retreats, even those led by certified facilitators, within the framework of a trust is complex, …
Can I require environmental certifications for real estate projects?
The increasing awareness of environmental sustainability has led many individuals and organizations to prioritize “green” building practices in real estate …
Can Conservatorships Restrict Banking Access?
Conservatorships are legal arrangements where a court appoints an individual or entity, known as the conservator, to manage the affairs …