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 …
admin
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 …
Can I require private equity allocations to meet social impact criteria?
The intersection of private equity and social impact investing is rapidly evolving, and the question of whether you can *require* …
Can I require performance metrics for trust-owned businesses?
The question of requiring performance metrics for businesses held within a trust is a surprisingly complex one, deeply intertwined with …
Can I require my children to reach a certain age before inheriting?
The question of when children should inherit is a deeply personal one, often prompting estate planning clients to consider age …
How Does Conservatorship Affect One’s Credit Rating?
What Exactly is a Conservatorship? A conservatorship is a legal arrangement where a court appoints an individual or organization, known …
How Do Conservatorships Affect Wills and Estate Plans?
What is a Conservatorship? A conservatorship is a legal arrangement where a court appoints an individual, called a conservator, to …