Can I reserve assets for emerging technology ventures?
The landscape of emerging technology is rapidly evolving, presenting both exhilarating opportunities and considerable financial risks. Many individuals with foresight …
Can I require trustees to recertify investment ethics annually?
The question of whether you can require trustees to recertify their understanding of investment ethics annually is a complex one, …
Can I require trustee term limits in a CRT?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining income for …
Can I require the charity to provide program-specific updates to my heirs?
Planning for the future often extends beyond our lifetimes, and many individuals wish to ensure their philanthropic intentions continue as …
Can I require that the trust fund health tracking devices for dependents?
The question of incorporating health tracking device requirements into a trust fund for dependents is increasingly relevant in today’s health-conscious …
Can I require that no single investment exceed a certain percentage of the portfolio?
Absolutely, and it’s a remarkably astute question for anyone establishing a trust, especially a revocable living trust through a San …
Can I require that beneficiaries not cohabitate without marriage to qualify?
The question of whether you can require beneficiaries to be married to receive trust distributions, or conversely, disqualify them for …
Can I require tax-preparer sign-off before distributions?
The question of whether you can require tax-preparer sign-off before distributions from a trust is a complex one, deeply rooted …
Can I require review of trust goals every decade?
The question of periodically reviewing trust goals, such as every decade, is exceptionally prudent estate planning. While a trust document …
What Happens When a Conservatee Disagrees With Their Conservator?
Why Would a Conservatee Disagree With Their Conservator? Conservatorships are designed to protect individuals who are unable to manage their …