Can I require transparency clauses for future beneficiaries?
Estate planning is often focused on the distribution of assets, but increasingly, thoughtful individuals are considering *how* those assets are …
San Diego County
Can I require the trustee to publish annual financial summaries?
The question of whether you can require a trustee to publish annual financial summaries is a common one for those …
Can I require the trustee to host open office hours annually for heirs?
The question of whether you can *require* a trustee to host annual open office hours for heirs is complex and …
Can I require the trustee to consult family elders or legacy advisors?
Estate planning, particularly involving trusts, isn’t just about legal documents; it’s about preserving family values, intentions, and wealth for future …
Can I require the charity to use the remainder in a specific way?
The question of directing how a charitable remainder trust’s assets are used after your lifetime is a common one, and …
Can I require that the trust be reviewed every 10 years for relevance?
Estate planning, particularly involving trusts, isn’t a ‘set it and forget it’ endeavor; life changes, laws evolve, and initial intentions …