Can I require community service as a trust condition?
The idea of embedding philanthropic requirements within a trust document, specifically mandating community service, is gaining traction as settlors (the …
Point Loma Estate Planning Law
Can I require board service or nonprofit affiliation for access to additional funds?
The question of whether a trust can require board service or nonprofit affiliation as a condition for receiving distributions is …
Can I require beneficiaries to obtain legal counsel before major withdrawals?
The question of whether you, as a trust creator (grantor or settlor), can require beneficiaries to obtain legal counsel before …
Can I require beneficiaries to live in a specific location to inherit?
The question of whether you can require beneficiaries to live in a specific location to inherit is a common one …
Can I require attendance at family retreats or planning sessions?
As a trust attorney in San Diego, Ted Cook frequently encounters questions about the complexities of family dynamics within the …
Can I require annual reviews of trustee performance?
The question of whether you can require annual reviews of trustee performance is a common one for those establishing or …