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 …
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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 …
Can I require the trustee to meet with my financial advisor annually?
The question of whether you can *require* a trustee to meet with your financial advisor annually is a common one, …
Can I require the trustee to file reports with a probate court?
The question of whether you can require a trustee to file reports with a probate court is a common one …
Can I require the trust to support annual family reunions?
The question of whether you can require a trust to support annual family reunions is a surprisingly common one, and …
What are the Penalties for Violating Conservatorship Rules?
Who Needs a Conservatorship? A conservatorship is a legal arrangement where a court appoints an individual or organization, known as …
What Happens When a Conservatee Relocates?
How is a Conservatorship Defined? A conservatorship is a legal arrangement where a court appoints an individual or entity, known …
What Duties Does a Conservator Have?
Conservatorships are legal arrangements designed to protect individuals who are unable to manage their own affairs due to physical or …