How do I initiate a fix for a faulty trust near me?
The worn leather of the briefcase felt rough against Michael’s palm. Sweat beaded on his brow as he reread the …
Can I require public service internships to unlock educational grants?
The question of tying educational grant eligibility to public service internships is becoming increasingly prevalent as funding sources seek to …
Can I require professional development goals before releasing principal?
The question of whether you can require professional development goals before releasing principal, particularly in the context of estate planning …
Can I require non-competition agreements for business-related heirs?
The question of whether you can require non-competition agreements for business-related heirs is a complex one, deeply rooted in estate …
Can I require mental health assessments before distributions?
The question of whether you can require mental health assessments before distributions from a trust is complex, deeply rooted in …
Can I require living arrangement disclosures for trust-funded homes?
The question of requiring living arrangement disclosures for homes held within a trust is complex, touching upon privacy, legal obligations, …
Can I require investment alignment with UN Sustainable Development Goals?
The question of integrating Environmental, Social, and Governance (ESG) factors, particularly alignment with the UN Sustainable Development Goals (SDGs), into …
Can I require impact investment verification from portfolio managers?
The question of verifying impact in impact investments is paramount, especially as the sector matures and investors demand greater accountability. …
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 …
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 …