How Often Should I Review My Estate Plan?
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Can I require annual tax return submission by beneficiaries?
The question of whether a grantor can require annual tax return submission from beneficiaries of a trust is complex and …
Can I require annual meetings for trust beneficiaries?
Establishing a trust is a significant step in estate planning, allowing individuals to dictate how their assets are distributed and …
Can I require an independent panel to approve principal distributions over a limit?
The question of whether you can require an independent panel to approve principal distributions over a certain limit within a …
Can I require academic publishing or research as a condition for distributions?
The question of whether a grantor can require academic publishing or research as a condition for distributions from a trust …
Can I require a rotating family leadership council to influence the trust’s strategy?
The question of incorporating a rotating family leadership council to guide a trust’s strategy is a common one, particularly for …
Can I require a formal needs assessment to update trust goals?
The question of whether you can *require* a formal needs assessment to update trust goals is less about legal permission …
Can I require a beneficiary to take over a family home?
The question of whether you can *require* a beneficiary to inherit and maintain a family home is a complex one, …
Can I protect a child’s inheritance from their spouse?
Protecting a child’s inheritance from potential dissipation by a future spouse is a growing concern for many parents, and a …
Can I prohibit trust-purchased items from being resold within a time window?
The question of restricting the resale of assets held within a trust is a common one, particularly when establishing a …