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 …
San Diego County
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 …