Can I require beneficiaries to meet conditions before receiving assets?
Yes, you absolutely can require beneficiaries to meet specific conditions before receiving assets from a trust or estate plan; this …
Wildomar Estate Planning
Can I include clauses requiring the charity to publish an annual impact report?
The desire to ensure charitable donations are utilized effectively and transparently is a common and admirable one, and including clauses …
Can I require data transparency from trust-managed businesses?
The increasing prevalence of trusts in managing businesses introduces a unique challenge regarding data transparency, as traditional corporate governance structures …
Can I prohibit distributions if the beneficiary files for bankruptcy?
The question of whether you can prohibit distributions to a beneficiary who files for bankruptcy is a complex one, deeply …
Can I allow a third party to veto certain trust distributions?
The question of granting a third party veto power over trust distributions is a complex one, frequently encountered in estate …