Can I require estate training in more than one language for global families?
For families with members spanning multiple countries and linguistic backgrounds, the question of providing estate planning education and documents in …
San Diego County
Can I require drug testing for heirs as a condition of inheritance?
The question of whether you can require drug testing for heirs as a condition of inheritance is surprisingly complex, touching …
Can I require direct deposit into monitored accounts for distributions?
The question of whether you can require direct deposit of trust distributions into monitored accounts is a common one for …
Can I require co-trustees to make decisions unanimously?
The question of whether you can require co-trustees to make decisions unanimously is a frequent one for those establishing or …
Can I require compliance with a family mission statement?
The idea of a family mission statement – a guiding set of principles for how a family interacts and operates …
Can I require charitable matching for distributions received?
The question of incorporating charitable matching into trust distributions is a sophisticated one, gaining traction as more individuals seek to …
Can I require beneficiaries to submit business proposals?
The question of whether you can require beneficiaries to submit business proposals as a condition of receiving distributions from a …