Can I require approval from an ethics board for high-risk investments?
The question of whether one can – or should – require approval from an ethics board for high-risk investments is …
San Diego County
Can I require annual reviews of the trust?
The question of whether you can require annual reviews of a trust is a common one for individuals establishing or …
Can I require annual beneficiary meetings as a condition for distributions?
The question of whether you can require annual beneficiary meetings as a condition for distributions from a trust is a …
Can I require all estate professionals to complete DEI training?
The question of mandating Diversity, Equity, and Inclusion (DEI) training for estate planning professionals – attorneys, financial advisors, CPAs, and …
Can I require a trustee succession plan within the trust document?
Estate planning, especially concerning trusts, is about foresight and control—ensuring your wishes are carried out seamlessly, even after you’re gone. …
Can I require a quarterly financial summary shared with a family advisor?
The question of sharing financial summaries with a family advisor, particularly on a quarterly basis, is a common one for …
Can I require a debt-free certification from heirs for full access?
The question of whether you can require a debt-free certification from heirs before granting them full access to assets within …