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 …
Point Loma Estate Planning Law
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 …