Can I Require Beneficiaries to Submit an Annual Budget?
The question of whether a grantor—the person creating a trust—can require beneficiaries to submit an annual budget is a common …
Point Loma Estate Planning Law
Can I require beneficiaries to maintain an emergency fund?
The question of whether a grantor—the person creating a trust—can require beneficiaries to maintain an emergency fund is a complex …
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 a complex one, deeply rooted …
Can I require annual sustainability reports from the trustee?
The question of whether you can require annual sustainability reports from a trustee is increasingly relevant as beneficiaries and settlors …
Can I require annual meetings for trust beneficiaries?
The question of whether you can require annual meetings for trust beneficiaries is a common one for trust creators, particularly …