Can I require family land to be kept undeveloped for conservation?
The desire to preserve family land for conservation is a deeply rooted one, reflecting a connection to heritage and a …
San Diego County
Can I require dual signatures for distributions above a set amount?
The question of requiring dual signatures for trust distributions above a certain threshold is a frequently asked one, particularly among …
Can I require dispute resolution by arbitration or mediation?
Estate planning, while focused on the future, doesn’t exist in a vacuum; disagreements can and do arise among beneficiaries or …
Can I require data transparency from trust-managed businesses?
The question of data transparency from businesses operating under a trust structure is increasingly relevant in today’s digital age. Many …
Can I require continuing education for all beneficiaries?
The concept of mandating continuing education for beneficiaries, while unconventional, is gaining traction as a tool to safeguard and responsibly …
Can I require civic engagement verification for access to discretionary funds?
The question of whether to require civic engagement verification for access to discretionary funds is becoming increasingly prevalent, especially among …
Can I require beneficiaries to work in the family business?
The question of whether you can require beneficiaries to work in the family business as a condition of receiving inheritance …