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Point Loma Estate Planning Law

Can I require trustee participation in future-proofing workshops or education?

May 10, 2025 by admin

The question of mandating trustee participation in workshops or continuing education regarding trust administration and future-proofing is complex, balancing the …

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Can I require transparency reports from business-owning beneficiaries?

May 10, 2025 by admin

As a trustee, managing a trust with beneficiaries who own businesses presents unique challenges, particularly when it comes to ensuring …

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Can I require the trustee to rotate investment classes periodically?

May 10, 2025 by admin

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?

May 10, 2025 by admin

As a San Diego trust attorney like Ted Cook often explains to clients, the question of requiring a trustee to …

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Can I require the trustee to disclose vendor ESG ratings to beneficiaries?

May 10, 2025 by admin

The question of whether a beneficiary can require a trustee to disclose vendor Environmental, Social, and Governance (ESG) ratings is …

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