Can I require trustee term limits in a CRT?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, allowing individuals to donate assets to charity while retaining an income …
Point Loma Estate Planning Law
Can I require trustee participation in future-proofing workshops or education?
The question of mandating trustee participation in workshops or continuing education regarding trust administration and future-proofing is complex, balancing the …
Can I require transparency reports from business-owning beneficiaries?
As a trustee, managing a trust with beneficiaries who own businesses presents unique challenges, particularly when it comes to ensuring …
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 …
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 …