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 …
Point Loma Estate Planning Law
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 …