Can I require public disclosure of how remainder funds are spent?
Establishing a charitable remainder trust (CRT) is a powerful estate planning tool, allowing individuals to donate assets, receive income during …
Can I require professional development from beneficiaries before distributions?
The idea of tying distributions from a trust to a beneficiary’s participation in professional development is gaining traction, particularly amongst …
Can I require financial literacy training before inheritance?
The question of whether you can require financial literacy training before an inheritance is gaining traction as wealth transfer accelerates—estimated …
Can I require family retreats or bonding activities in the trust?
The question of incorporating requirements for family retreats or bonding activities within a trust is becoming increasingly popular, particularly amongst …
Can I require dual signatures for distributions above a set amount?
The question of requiring dual signatures for trust distributions above a certain threshold is a common and incredibly prudent one …
Can I require disclosures of outside income sources for beneficiaries?
As a San Diego trust attorney, Ted Cook frequently encounters questions surrounding the oversight of trust beneficiaries, specifically regarding their …
Can I require data security practices for digital trust records?
The question of data security surrounding digital trust records is paramount in today’s increasingly digital world. As Ted Cook, a …
Can I require conflict resolution workshops for the family?
As a San Diego trust attorney like Ted Cook often encounters, families grappling with estate planning aren’t always harmonious. Disagreements …
Can Conservatorships Restrict Access to the Conservatee’s Children?
What is a Conservatorship and How Does it Work? A conservatorship is a legal arrangement where a court appoints an …
Can Conservatorships Limit Social Activities?
What Is a Conservatorship? A conservatorship is a legal arrangement where a court appoints an individual or entity, known as …