Can I reward debt-free college graduation with extra distributions?
The question of rewarding children for achieving debt-free college graduation with extra distributions from a trust is a common one …
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Can I restrict use of trust technology vendors based on ethical reviews?
The question of whether you can restrict the use of trust technology vendors based on ethical reviews is increasingly relevant …
Can I restrict trustees from outsourcing decisions to external consultants?
The question of whether you can restrict trustees from outsourcing decisions to external consultants is a complex one, deeply rooted …
Can I restrict trust investments to U.S.-based companies?
The question of whether you can restrict trust investments to U.S.-based companies is a common one for those establishing or …
Can I restrict the sale of specific assets without trustee approval?
The question of restricting asset sales within a trust, specifically without trustee approval, is a frequent concern for trust creators …
Can I restrict political donation funding from trust disbursements?
The question of whether you can restrict political donation funding from trust disbursements is a common one for individuals engaging …
Can I restrict inheritance if beneficiaries lack estate-specific education?
The question of whether you can restrict inheritance based on a beneficiary’s financial literacy or “estate-specific education” is a complex …
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 trust funds to be invested in socially responsible assets?
The question of aligning investment strategies with personal values, specifically through socially responsible investing (SRI), is becoming increasingly prevalent for …
Can I require the trustee to submit an annual investment philosophy statement?
As a grantor establishing a trust with Ted Cook, a San Diego trust attorney, it’s entirely reasonable – and often …