Can I restrict trust management to a specific type of financial institution?
The question of whether you can restrict trust management to a specific type of financial institution is a common one …
Can I restrict access to trust advisors based on confidentiality compliance?
The question of restricting access to trust advisors while maintaining confidentiality compliance is paramount in estate planning and trust administration, …
Can I require video documentation of beneficiary use of funds?
The question of whether a grantor can require video documentation of beneficiary use of funds distributed from a trust is …
Can I require trustees to report to a third-party ethics committee?
The question of whether you can require trustees to report to a third-party ethics committee is complex and depends heavily …
Can I require trustees to document every major decision?
As a San Diego trust attorney, Ted Cook frequently encounters questions regarding trustee responsibilities and oversight. A central concern for …
Can I require trustee rotation after a specific number of years?
The question of whether you can require trustee rotation after a specific number of years is a common one for …
Can I Require Trustee Approval Before Asset Liquidation?
The question of whether you can require trustee approval before asset liquidation within a trust is a common one, and …
Who Reviews Conservatorship Finances?
Conservatorships are complex legal arrangements designed to protect individuals who are unable to manage their own affairs due to physical …
Who Mediates Disputes in Conservatorship Cases?
What is a Conservatorship? A conservatorship is a legal arrangement where a court appoints an individual or entity, known as …
What Is a Conservatorship?
A conservatorship is a legal arrangement where a court appoints an individual or organization, known as the conservator, to manage …