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 …
San Diego County
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 …