Can I require the charity to provide program-specific updates to my heirs?
The question of whether you can require a charity to provide program-specific updates to your heirs when establishing a charitable …
Can I require that the trust avoid investing in leveraged ETFs?
Estate planning, especially concerning the investment strategies within a trust, requires careful consideration of risk tolerance and long-term goals. Many …
Can I require that heirs maintain a personal financial reserve before accessing the trust?
The question of whether you can require heirs to maintain a personal financial reserve before accessing a trust is a …
Can I require that a portion of all distributions go to a family charitable trust?
The question of incorporating charitable giving into a trust distribution scheme is a common one, particularly for families deeply committed …
Can I require specific lifestyle choices in the trust?
The question of whether you can require specific lifestyle choices within a trust is a surprisingly common one for those …
Can I require regular trustee check-ins with the beneficiary?
The question of whether a trustee can, or should, require regular check-ins with a beneficiary is a common one in …
Can I require quarterly performance reviews of trust investments?
As a beneficiary or even a trustee of a trust, understanding the performance of the investments held within it is …
Can I require lifestyle assessments before major distributions?
As a San Diego trust attorney, Ted Cook frequently encounters clients grappling with the complexities of trust distributions, particularly when …
Can I require independent audits every five years?
The question of incorporating periodic, independent audits into the framework of a trust—specifically, every five years—is a surprisingly common one …
Can I require funds be spent locally within a specified region?
The question of whether you can dictate *where* trust funds are spent—specifically limiting expenditures to a defined geographical area—is a …