Can I restrict investments in fossil fuels through my CRT’s portfolio?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools that allow individuals to donate assets, receive an income stream, and …
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 …
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 …
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 …