Can I require documentation of social impact for larger trust disbursements?
As a San Diego estate planning attorney, Steve Bliss often encounters clients who wish to weave philanthropic goals into their …
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Can I require digital literacy training before financial access?
The question of whether to require digital literacy training before granting access to financial resources is increasingly pertinent in our …
Can I require cooperative housing structures to receive housing-related funds?
The question of whether to require cooperative housing structures to meet certain criteria to receive housing-related funds is complex, laden …
Can I require collaborative financial planning among siblings?
The question of whether you can *require* collaborative financial planning among siblings as part of an estate plan is complex, …
Can I require board service or nonprofit affiliation for access to additional funds?
The question of whether you can require board service or nonprofit affiliation as a condition for receiving additional funds from …
Can I require beneficiaries to meet life goals before inheriting?
The concept of tying inheritance to the achievement of specific life goals is gaining traction as estate planning evolves beyond …
Can I require beneficiaries to live in a certain country or region?
The question of whether you can dictate where your beneficiaries live within a trust is a surprisingly complex one, and …
Can I require a debt-free certification from heirs for full access?
The question of requiring debt-free certification from heirs before granting them access to trust assets is a complex one, frequently …
Can I request that estate assets be used to create a family memorial?
The question of utilizing estate assets for a family memorial is a common one, particularly for those in San Diego …
Can I receive variable income from a CRT based on market returns?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools that allow individuals to donate assets to charity while retaining an …