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 …
Point Loma Estate Planning Law
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 …
Can I require a rotating family leadership council to influence the trust’s strategy?
Establishing a family leadership council to guide a trust’s strategy is a frequently discussed topic with clients here in San …