Can I require certified financial planners to approve large disbursements?
The question of whether you can require certified financial planners (CFPs) to approve large disbursements from a trust is a …
San Diego County
Can I require beneficiaries to submit an annual budget?
The question of whether you can require beneficiaries of a trust to submit an annual budget is a common one …
Can I require beneficiaries to maintain an emergency fund?
The question of whether you can *require* beneficiaries to maintain an emergency fund within a trust is a nuanced one, …
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 …
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 …