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 …
Point Loma Estate Planning Law
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, …
Can I require income payments be used only for primary residence expenses?
The question of restricting income payments from a trust to solely cover primary residence expenses is a common one for …