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Point Loma Estate Planning Law

Can I require video documentation of beneficiary use of funds?

May 10, 2025 by admin

The question of whether a grantor can require video documentation of beneficiary use of funds distributed from a trust is …

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Can I require trustees to report to a third-party ethics committee?

May 10, 2025 by admin

The question of whether you can require trustees to report to a third-party ethics committee is complex and depends heavily …

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Can I require trustees to document every major decision?

May 10, 2025 by admin

As a San Diego trust attorney, Ted Cook frequently encounters questions regarding trustee responsibilities and oversight. A central concern for …

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Can I require trustee rotation after a specific number of years?

May 10, 2025 by admin

The question of whether you can require trustee rotation after a specific number of years is a common one for …

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Can I Require Trustee Approval Before Asset Liquidation?

May 10, 2025 by admin

The question of whether you can require trustee approval before asset liquidation within a trust is a common one, and …

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