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 …
Point Loma Estate Planning Law
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 …