Can I require a trustee assistant for beneficiaries with disabilities?
Navigating the complexities of trust administration is challenging enough, but when a beneficiary has a disability, the need for specialized …
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Can I require a minimum balance be retained in the bypass trust at all times?
The question of maintaining a minimum balance within a bypass trust – also known as a Credit Shelter Trust or …
Can I require a co-signer for large distributions?
As a San Diego trust attorney, Ted Cook frequently encounters questions regarding the control and oversight of trust distributions, particularly …
Can I remove the trustee from an irrevocable trust?
The question of removing a trustee from an irrevocable trust is a common one, and the answer, unfortunately, is rarely …
Can Conservatorship Be Voluntary?
What Is a Conservatorship? A conservatorship is a legal arrangement where a court appoints an individual or entity, known as …
Can a Conservatorship Influence Access to Education?
What is a Conservatorship, Exactly? A conservatorship is a legal arrangement where a court appoints an individual or entity, known …
Can a Conservatorship Affect Someone’s Citizenship Status?
Conservatorships are legal arrangements designed to protect individuals who are unable to manage their own affairs due to physical or …
Can a Conservatee Live Independently?
What is a Conservatorship? A conservatorship is a legal arrangement where a court appoints an individual or entity, known as …
Can a Trust Contest Delay Distributions?
What Is a Trust Contest? A trust contest, also known as a will or trust litigation, is a legal challenge …
Can a Trustee Delegate Tasks?
Serving as a trustee is a significant responsibility, often involving complex legal and financial decisions. Trustees are entrusted with managing …