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 increasingly relevant in …
Wildomar Estate Planning
Can a special needs trust support the beneficiary’s job training or career goals?
Absolutely, a well-structured special needs trust can – and often should – be a powerful tool to support a beneficiary’s …
Can I require annual sustainability reports from the trustee?
As beneficiaries increasingly prioritize values beyond purely financial returns, the question of incorporating Environmental, Social, and Governance (ESG) factors into …
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 a critical, yet often overlooked, aspect of trust administration, and while not …