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 …
What is a Conservatorship?
A conservatorship is a legal arrangement where a court appoints an individual or organization, known as the conservator, to manage …
What Are the Steps in a Trust Litigation Case?
Trust litigation can be a complex and emotionally charged process, often arising from disputes over the administration or distribution of …
What Are Successor Beneficiaries’ Rights in Trust Litigation?
Successor beneficiaries, those individuals or entities entitled to receive trust assets after the primary beneficiary passes away, often find themselves …
What Are The Costs Of Trust Administration?
Navigating the legal landscape of trust administration can be complex, with various fees and expenses arising throughout the process. Understanding …