Can I require the trust to consult with an estate planner annually?
The question of mandating annual consultations with an estate planner for a trust is a common one, often stemming from …
Point Loma Estate Planning Law
Can I require that trustees undergo annual fiduciary training?
The question of whether you can require trustees to undergo annual fiduciary training is a crucial one for anyone establishing …
Can I require that property taxes for trust-owned real estate be prepaid?
The question of whether you can *require* prepayment of property taxes on real estate held within a trust is multifaceted, …
Can I require that environmental sustainability scores be maintained for trust assets?
The concept of integrating Environmental, Social, and Governance (ESG) factors, and specifically environmental sustainability scores, into trust administration is gaining …
Can I require that a family business remain within the family?
The question of preserving a family business for future generations is a deeply emotional and strategically complex one, and a …
Can I require social media confidentiality from trustees and beneficiaries?
The digital age presents novel challenges for estate planning, particularly regarding confidentiality. Traditionally, trust administration occurred within a private sphere, …