Can I require password management instructions for digital assets?
The question of incorporating password management instructions within an estate plan, specifically concerning digital assets, is increasingly vital in our …
San Diego County
Can I require my trustee to submit to annual third-party audits?
The question of whether you can require your trustee to submit to annual third-party audits is a nuanced one, deeply …
Can I require mandatory trustee retreats every two years?
The question of whether you can *require* mandatory trustee retreats every two years, as the grantor of a trust, is …
Can I require legacy projects (books, interviews, videos) as trust conditions?
The idea of incorporating legacy projects – books, interviews, videos, or any creative endeavor – as conditions within a trust …
Can I require independent third-party audits of trust distributions?
The question of whether you can require independent third-party audits of trust distributions is a complex one, heavily influenced by …
Can I require heirs to maintain life insurance before distribution?
The question of whether you can require heirs to maintain life insurance as a condition of receiving distributions from a …
Can I require full family disclosure before releasing certain funds?
The question of whether a trustee can require full family disclosure before releasing funds from a trust is complex, hinging …