Can a trustee be instructed to work with specific financial tech platforms?
The question of whether a trustee can be instructed to work with specific financial tech platforms is complex, hinging on …
Escondido Estate Planning
Can a special needs trust support the beneficiary’s job training or career goals?
Absolutely, a properly structured special needs trust can and should support a beneficiary’s job training or career goals, enhancing their …
Can I require annual sustainability reports from the trustee?
The idea of incorporating sustainability considerations into trust administration is gaining traction, but requiring *annual sustainability reports* from a trustee …
Can a special needs trust support video production for public awareness?
Absolutely, a special needs trust *can* support video production for public awareness, but it requires careful consideration and adherence to …
Can I set performance goals for the trustee?
Establishing clear expectations for a trustee’s performance is crucial for ensuring your assets are managed according to your wishes and …