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 …
Point Loma Estate Planning Law
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 …