Can I use biometric data to confirm beneficiary identity?
The increasing sophistication of identity theft and fraud necessitates exploring advanced authentication methods within estate planning, and the question of …
Point Loma Estate Planning Law
Can a special needs trust pay for translation of international medical documentation?
Absolutely, a special needs trust can generally pay for the translation of international medical documentation, provided it aligns with the …
Can I assign a mediator to settle any estate disputes in advance?
The idea of proactively designating a mediator to handle potential estate disputes is gaining traction as families recognize the emotional …
Can I require skill certifications before certain distributions are released?
The question of whether you can require skill certifications before releasing distributions from a trust is a nuanced one, deeply …
Can a special needs trust pay for accessible cooking appliances?
A special needs trust (SNT), also known as a supplemental needs trust, is a powerful tool designed to improve the …
Can I require annual tax return submission by beneficiaries?
The question of whether a grantor can require annual tax return submission from beneficiaries of a trust is complex, deeply …
Can I require annual reporting by the trustee to the beneficiaries?
The question of whether you can require annual reporting by a trustee to beneficiaries is a crucial one for anyone …
Can I require annual beneficiary meetings as a condition for distributions?
The question of whether you can require annual beneficiary meetings as a condition for trust distributions is complex, but generally, …
Can I require an annual financial audit of the trust?
The question of whether you can require an annual financial audit of a trust is a common one for beneficiaries …
Can I require academic publishing or research as a condition for distributions?
The question of whether a trust can require academic publishing or research as a condition for distributions is a fascinating …