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 …
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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 …
Can I require financial counseling before distributions are made?
The question of whether you can require financial counseling before distributions are made from a trust is a common one, …
Can I require family conflict resolution before distributions resume?
As a San Diego trust attorney, Ted Cook frequently encounters situations where family dynamics threaten the smooth administration of a …
Can I require drug testing for heirs as a condition of inheritance?
The question of whether you can require drug testing for heirs as a condition of inheritance is complex, navigating the …
Can Conservatorships Restrict Physical Mobility?
Conservatorships are legal arrangements where a court appoints an individual or entity (the conservator) to manage the affairs of another …
Can Conservatorships Manage Online Accounts and Profiles?
In today’s digital age, our lives are increasingly intertwined with the online world. Social media platforms, email accounts, online banking …
Can Conservatorships Influence Where Someone Lives?
What is a Conservatorship, Anyway? A conservatorship is a legal arrangement where a court appoints an individual or organization (the …