Can I require that trust funds be used for sustainable housing?
The question of directing trust funds towards specific causes, like sustainable housing, is a common one for those creating estate …
admin
Can I require quarterly performance reviews of trust investments?
As a beneficiary or trustee of a trust, understanding the performance of the trust’s investments is paramount. The question of …
Can I require public service internships to unlock educational grants?
The intersection of educational grants and public service requirements is becoming increasingly common, reflecting a societal shift towards valuing civic …
Can I require professional management of certain estate assets?
Estate planning, while often focused on distribution, frequently overlooks the ongoing management of assets *after* a grantor’s passing. Many individuals …
Can I require pre-approval for any single expense over a set amount?
As a trust attorney in San Diego, Ted Cook frequently encounters clients wanting to establish clear guidelines for managing trust …
Can I require online safety training for minors receiving funds?
The question of requiring online safety training for minors receiving funds from a trust is increasingly relevant in today’s digital …
Can I require monthly budget reports from the trustee?
As a beneficiary of a trust, the ability to request and receive regular financial updates, specifically monthly budget reports, from …
How Do Courts Monitor Conservatorships?
A conservatorship is a legal arrangement where a court appoints an individual or organization (the conservator) to manage the personal, …
How Can Conservatorships Prevent Financial Abuse?
Conservatorships are legal arrangements designed to protect individuals who lack the capacity to manage their own affairs. These individuals, often …
Does Conservatorship Restrict Travel?
Conservatorships are legal arrangements designed to protect individuals who lack the capacity to manage their own affairs. This can include …