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 …
How Are Conservatorships Impacted by Bankruptcy?
What Exactly is a Conservatorship? A conservatorship is a legal arrangement where a court appoints an individual or organization (the …
What is a Conservatorship and How Does it Work?
A conservatorship is a legal arrangement where a court appoints an individual or entity, known as the conservator, to manage …
What Happens If a Trustee Resigns During Litigation?
Can a Trustee Step Down in the Middle of a Lawsuit? Yes, a trustee can resign during litigation, but it’s …