Can I require the trustee to rotate investment classes periodically?
The question of whether you can require a trustee to periodically rotate investment classes within a trust is a nuanced …
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Can I require the trustee to maintain insurance for all trust-held property?
As a San Diego trust attorney like Ted Cook often explains to clients, the question of requiring a trustee to …
Can I require the trustee to disclose vendor ESG ratings to beneficiaries?
The question of whether a beneficiary can require a trustee to disclose vendor Environmental, Social, and Governance (ESG) ratings is …
Who Pays For A Conservatorship?
Navigating the complexities of conservatorships can be daunting, especially when financial considerations come into play. One crucial question that often …
Who Has Authority Over a Conservator?
Conservatorships are legal arrangements where a court appoints an individual or organization, known as the conservator, to manage the affairs …
Who Decides Medical Care Under Conservatorship?
Conservatorships are legal arrangements where a court appoints an individual or entity, known as the conservator, to manage the affairs …
What Responsibilities Does a Conservatee Retain?
Conservatorship is a legal arrangement where a court appoints an individual or organization (the conservator) to manage the affairs of …
What is the Duty of Care in Trust Administration?
The duty of care in trust administration is a cornerstone principle that guides trustees in fulfilling their responsibilities towards beneficiaries. …
What Is the Court’s Role in Supervising Trust Administration?
Trust administration is a complex process that involves managing assets held within a trust for the benefit of designated beneficiaries. …
What Is Summary Judgment in Trust Disputes?
Summary judgment is a legal tool that can be incredibly powerful in trust litigation. In essence, it allows a party …