Can I restrict access to digital files in a trust?
The modern estate planning landscape increasingly involves digital assets – everything from online bank accounts and social media profiles to …
Can I require use of a specific CPA for trust taxes?
The question of whether you can *require* the use of a specific Certified Public Accountant (CPA) for trust taxes is …
Can I require trustees to follow a mission-aligned investment policy?
The question of whether you can require trustees to follow a mission-aligned investment policy is increasingly common, particularly as individuals …
Can I require trustee reports be submitted to an attorney annually?
The question of whether you can require trustee reports be submitted to an attorney annually is a common one for …
Can I require transparency reports from business-owning beneficiaries?
As an estate planning attorney in San Diego, like Steve Bliss, I frequently encounter scenarios involving beneficiaries who also own …
Can I require the trustee to take a biennial course on fiduciary law updates?
The question of whether you can require a trustee to take a biennial course on fiduciary law updates is a …
Can I require the trustee to provide annual updates to my heirs?
The question of whether you can require a trustee to provide annual updates to your heirs is a common one …
Can I require that beneficiary life milestones be documented for trust archives?
The question of documenting beneficiary life milestones within a trust archive is increasingly relevant as estate planning evolves beyond simply …
Can I require that a CRT support a donor-designated field of interest fund?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, allowing individuals to donate assets to charity while retaining an income …
Can I require social impact investment reporting from trust-funded ventures?
The question of requiring social impact investment reporting from ventures funded through trusts is increasingly relevant as philanthropic goals evolve. …