Can I require monthly budget reports from the trustee?
The question of whether a beneficiary can require monthly budget reports from a trustee is a common one, and the …
Can I require mandatory financial education for beneficiaries of a bypass trust?
The question of whether you can require mandatory financial education for beneficiaries of a bypass trust is a thoughtful one, …
Can I require language access services as part of the CRT’s remainder use?
Community Reinvestment Trusts (CRTs) are increasingly utilized as philanthropic vehicles, offering tax benefits to donors while supporting charitable causes. While …
Can I require impact reports from beneficiaries of legacy gifts?
The question of requiring impact reports from beneficiaries of legacy gifts is complex, blending legal considerations, ethical responsibilities, and practical …
Can I require heirs to certify understanding of estate values before disbursing funds?
The question of whether you can require heirs to demonstrate understanding of estate values before receiving their inheritance is a …
Can I require financial literacy training before distributions?
Estate planning, particularly when dealing with trusts designed for beneficiaries who may not have extensive financial experience, often involves considerations …
Can I require family conflict resolution before distributions resume?
The question of whether you can require family conflict resolution before resuming distributions from a trust is a common one …
Can I require beneficiaries to complete a mentorship program?
The question of whether a grantor can require beneficiaries to complete a mentorship program as a condition of receiving trust …
Can I require annual updates to the estate plan by trustees?
The question of mandating annual updates to an estate plan by trustees is a common one for Ted Cook, a …
Can I require annual performance reviews of trust asset managers?
As a beneficiary or trustee of a trust, understanding the performance of the assets managed on your behalf is paramount. …