Can I require beneficiaries to file annual taxes before accessing income?
The question of whether you can require beneficiaries to file annual taxes before accessing income from a trust is a …
San Diego County
Can I require asset diversification within the trust?
The question of whether you can require asset diversification within a trust is a common one for clients of estate …
Can I require annual reporting from the remainder charity?
When establishing a Charitable Remainder Trust (CRT), many individuals desire ongoing assurance that the charitable organization designated as the remainder …
Can I require annual beneficiary letters to the family?
Estate planning, particularly when involving trusts, often centers around ensuring assets are distributed according to the grantor’s wishes and that …
Can I require all trust communication to be encrypted and secure?
In the modern digital landscape, the question of securing sensitive information, especially concerning trusts and estate planning, is paramount. Yes, …
Can I require a trustee to complete background checks for vendors?
The question of whether you can require a trustee to complete background checks on vendors is a common one, particularly …
Can I require a performance-based trustee compensation model?
The question of whether you can require a performance-based trustee compensation model is complex, touching on California law, the terms …