Can I require trustee succession planning?
Estate planning, at its core, isn’t just about what happens when you’re gone; it’s about ensuring a smooth continuation of …
Can I require trustee approval for private equity investments?
The question of whether you can require trustee approval for private equity investments within a trust is a crucial one, …
Can I require the trustee to use a specific investment firm?
The question of whether a grantor can dictate the investment firm a trustee must utilize is a common one in …
Can I require the trustee to produce annual “state of the trust” video reports?
The question of whether you can require a trustee to produce annual “state of the trust” video reports is a …
Can I require the trustee to follow specific ethical investment guidelines?
The question of whether you can require a trustee to follow specific ethical investment guidelines when establishing a trust is …
Can I require the trustee to consider beneficiaries’ financial need?
The question of whether you can require a trustee to consider beneficiaries’ financial need when distributing assets from a trust …
Can I require the creation of an anti-racism plan for trustee succession?
The question of integrating anti-racism principles into trustee succession planning is gaining significant traction, particularly as institutions and families grapple …
Can I require regular estate plan updates to reflect asset changes?
Estate planning isn’t a ‘set it and forget it’ process; it’s a dynamic undertaking that requires consistent attention, especially when …
Can I require publication of an annual family impact report?
The question of mandating an annual “family impact report” within a trust structure, while seemingly straightforward, delves into complex legal …
Can I require psychological evaluation prior to large distributions?
As a San Diego trust attorney, Ted Cook frequently encounters clients grappling with the complexities of trust administration, particularly when …