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Point Loma Estate Planning Law

Can I require trustee reports be submitted to an attorney annually?

May 10, 2025 by admin

The question of whether you can require trustee reports be submitted to an attorney annually is a common one for …

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Can I require trust funds to be invested in socially responsible assets?

May 10, 2025 by admin

The question of aligning investment strategies with personal values, specifically through socially responsible investing (SRI), is becoming increasingly prevalent for …

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Can I require the trustee to submit an annual investment philosophy statement?

May 10, 2025 by admin

As a grantor establishing a trust with Ted Cook, a San Diego trust attorney, it’s entirely reasonable – and often …

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Can I require the trustee to meet with my financial advisor annually?

May 10, 2025 by admin

The question of whether you can *require* a trustee to meet with your financial advisor annually is a common one, …

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Can I require the trustee to file reports with a probate court?

May 10, 2025 by admin

The question of whether you can require a trustee to file reports with a probate court is a common one …

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Can I require the trust to support annual family reunions?

May 10, 2025 by admin

The question of whether you can require a trust to support annual family reunions is a surprisingly common one, and …

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Recent Posts

  • Can I require trustee reports be submitted to an attorney annually?
  • Can I require trust funds to be invested in socially responsible assets?
  • Can I require the trustee to submit an annual investment philosophy statement?

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