Can I make distributions subject to trustee interviews?
The question of whether a trust can mandate trustee interviews as a condition for distributions is a nuanced one, deeply …
San Diego County
Can I make charitable donor-advised funds part of trust administration?
Integrating charitable donor-advised funds (DAFs) into trust administration is a sophisticated estate planning strategy gaining traction, particularly for clients with …
Can I make access to trust funds conditional on annual medical exams?
The question of whether you can condition access to trust funds on annual medical exams is a frequently asked one, …
Can I lock in trustee fees for future decades?
The question of locking in trustee fees for decades is a surprisingly common one for individuals considering trust administration with …
Can I link trust access to climate neutrality certifications?
The intersection of estate planning, specifically trusts, and climate neutrality certifications is a burgeoning, yet complex, area. While seemingly disparate, …
Can I link educational funding to specific academic institutions?
The question of whether one can link educational funding—specifically through trusts—to specific academic institutions is a common one, particularly for …
Can I limit trustee tenure through built-in expiration dates?
The question of limiting a trustee’s tenure is a common one for individuals establishing trusts, particularly those concerned about long-term …