Can I require mandatory health screenings for access to benefits?
The question of whether one can require mandatory health screenings for access to benefits is a complex one, steeped in …
Can I require language fluency benchmarks for heirs accessing international assets?
The question of whether you can require language fluency benchmarks for heirs accessing international assets is a complex one, deeply …
Can I require independent oversight of trustee decisions?
Estate planning, particularly when utilizing trusts, is a complex undertaking, and the role of a trustee is paramount. Many individuals …
Can I require heirs to hold estate-related roles to maintain eligibility?
Estate planning, at its core, is about ensuring your assets are distributed according to your wishes, but it’s also about …
Can I require formal approval for any transfer of family real estate?
The question of formally approving transfers of family real estate is a common one for estate planning attorneys like Steve …
Can I require family retreats or bonding activities in the trust?
The idea of weaving familial connection into the very structure of a trust is becoming increasingly popular, and yes, it’s …
Can I require environmental certifications for real estate projects?
The increasing awareness of environmental sustainability is driving a demand for “green” building practices in real estate. While there isn’t …
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, …