Can I Require Background Checks for Potential Spouses of Beneficiaries?
The question of whether you can require background checks for potential spouses of beneficiaries is complex and deeply rooted in …
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Can I require annual summaries of how the trust improved quality of life?
The question of requiring annual summaries detailing how a trust improves quality of life is a nuanced one, often arising …
Can I require annual performance reviews of trust asset managers?
As a beneficiary or trustee overseeing a trust, the question of holding asset managers accountable is paramount. It’s not merely …
Can I require an heir to take estate administration training?
The question of whether you can *require* an heir to take estate administration training is complex and largely depends on …
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What is a 3rd party special needs trust? A third-party special needs trust is the typical type of trust used …