Can I make distribution contingent on financial literacy certification?
The question of whether you can make trust distributions contingent on a beneficiary’s completion of a financial literacy certification is …
San Diego County
Can I make beneficiaries apply for grants from the trust?
The concept of requiring beneficiaries to apply for distributions from a trust, rather than simply receiving them, is becoming increasingly …
Can I make a trust part of my business continuity plan?
Business continuity planning is crucial for any enterprise, large or small, aiming to weather unexpected disruptions – be they natural …
Can I link trust disbursements to cost-of-living indexes?
The question of whether you can link trust disbursements to cost-of-living indexes is a common one for estate planning attorneys …
Can I link heir roles to board seats in estate-managed companies?
The question of linking heir roles to board seats within companies managed as part of an estate plan is a …
Can I limit what types of assets the trust can invest in?
The question of limiting the types of assets a trust can invest in is a common one for individuals working …
Can I limit trust asset exposure to volatile markets?
The question of shielding trust assets from the unpredictable nature of volatile markets is a paramount concern for many individuals …