Can the trust reward beneficiaries for long-term goal achievement (e.g., sobriety milestones)?
The concept of incentivizing beneficiaries within a trust, particularly for achieving personal goals like sobriety or educational attainment, is gaining …
San Diego County
Can the trust require trustees to hold advanced fiduciary credentials?
The question of whether a trust can *require* trustees to hold advanced fiduciary credentials is a nuanced one, deeply rooted …
Can the trust require quarterly updates to beneficiaries?
The question of whether a trust can require quarterly updates to beneficiaries is a common one for individuals establishing estate …
Can the trust require all distributions be approved by a family advisor?
The question of whether a trust can require all distributions be approved by a family advisor is a common one …
Can the trust reimburse expenses for conferences related to the beneficiary’s disability?
Navigating the complexities of special needs trusts often brings up questions about permissible expenses. One frequent inquiry concerns the reimbursement …
Can the Trust Provide Support for Learning Entrepreneurial Skills?
The question of whether a trust can support the development of entrepreneurial skills is a nuanced one, deeply rooted in …
Can the trust provide loans to family-owned startups with board approval?
The question of whether a trust can provide loans to family-owned startups, even with board approval, is a common one …