Can I require that heirs maintain dual citizenship to qualify for funds?
The question of whether you can require heirs to maintain dual citizenship to qualify for funds from a trust is …
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Can I require that a portion of disbursements be saved or reinvested?
The question of directing how disbursements from a trust are handled, specifically requiring savings or reinvestment, is a common one …
Can I require startup proposals before unlocking business-related inheritance?
The question of conditioning an inheritance—specifically a business-related one—on the submission and approval of a startup proposal is a complex …
Can I require reporting from heirs on how funds are used annually?
The desire to understand how inherited funds are utilized, even after one’s passing, is a common and understandable sentiment. Many …
Can I require regular compliance reviews for trustees?
The question of whether you can require regular compliance reviews for trustees is a crucial one for anyone establishing or …
Can I require publishing a family history project?
The question of whether you can *require* publishing a family history project, particularly as part of a larger estate plan …
Can I require proof of volunteer service to unlock certain distributions?
The question of whether you can require proof of volunteer service to unlock distributions from a trust is a fascinating …
Can I require heirs to maintain life insurance before distribution?
The question of whether a grantor can require heirs to maintain life insurance as a condition for receiving distributions from …
Can I require financial literacy training for beneficiaries before distribution?
The question of whether you can require financial literacy training for beneficiaries before trust distributions is increasingly relevant as wealth …
Can I require family members to share learnings from inheritance-funded projects?
The question of imposing requirements on family members receiving funds from an inheritance-funded project, particularly regarding the sharing of learnings, …