Can I require co-trustee approval for all major distributions?
The question of requiring co-trustee approval for major distributions from a trust is a common one for individuals establishing or …
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Can I require community service for access to distributions?
The question of whether you can require community service as a condition for receiving distributions from a trust is a …
Can I require an annual meeting between trustees and beneficiaries?
The question of mandating an annual meeting between trustees and beneficiaries is a surprisingly common one, particularly in California where …
Can I require all assets be held in environmentally screened funds?
The question of aligning investment portfolios with environmental, social, and governance (ESG) factors, specifically focusing on environmentally screened funds, is …
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 …
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 …