Can I stipulate that heirs must undergo mental health evaluations before accessing funds?
The question of whether you can stipulate that heirs must undergo mental health evaluations before accessing funds within a trust …
Point Loma Estate Planning Law
Can a testamentary trust require verification of volunteer service hours?
Yes, a testamentary trust absolutely can require verification of volunteer service hours, and it’s becoming an increasingly popular, though nuanced, …
How are trust distributions reported to benefit agencies?
Reporting trust distributions to benefit agencies, such as Social Security Administration (SSA), Medicare, and Medicaid, is a crucial aspect of …
Can a trust support installation of visual alerting systems at home?
Yes, a trust can absolutely support the installation of visual alerting systems at home, and often should, particularly when planning …
Can I prohibit trust assets from being pledged as collateral?
The question of whether you can prohibit trust assets from being pledged as collateral is a crucial one for anyone …
Can I require professional development from beneficiaries before distributions?
The question of whether a trust can require beneficiaries to participate in professional development before receiving distributions is increasingly relevant …
Can I require periodic review by an independent fiduciary?
The question of whether you can require periodic review of a trust by an independent fiduciary is a crucial one …
Can I require non-competition agreements for business-related heirs?
The question of whether you can require non-competition agreements for business-related heirs is complex, steeped in legal nuance and heavily …
Can I require mandatory trustee audits every 5 years?
The question of whether you can require mandatory trustee audits every five years is a common one for those establishing …
Can I require investment in local or community businesses?
The question of whether you can require investment in local or community businesses within a trust is a nuanced one, …