Can I require a trustee to invest in bonds over stocks?
The question of dictating investment strategy to a trustee is a common one, particularly when grantors have strong preferences regarding …
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Can I require a review panel to assess the charity’s use of the funds after termination?
Establishing a charitable trust is a generous act, allowing your legacy to extend beyond your lifetime, but ensuring those funds …
Can I require a health screening before approving distributions?
As a trustee, particularly one like Ted Cook practicing trust law in San Diego, you have a fiduciary duty to …
Can I require a beneficiary to meet certain educational achievements?
The question of whether you can require a beneficiary to meet certain educational achievements within a trust is a common …
Can Conservatorships Affect Charitable Donations?
Conservatorships are legal arrangements where a court appoints an individual, known as a conservator, to manage the affairs of another …
Can Conservatorship Affect Military Benefits?
Navigating the complex world of legal arrangements can be challenging, especially when it involves delicate matters like conservatorships and the …
Can a Conservatorship Apply to Substance Abuse Cases?
Substance abuse is a complex issue that can significantly impact an individual’s ability to care for themselves and their affairs. …
Can a Conservator Relocate the Conservatee?
What is a Conservatorship? A conservatorship is a legal arrangement where a court appoints an individual or organization (the conservator) …
Can a Trust Dispute Be Dismissed Early?
Trust disputes can be emotionally draining and financially burdensome, often stretching on for years. A common question that arises is …
Can a Trust Be Used to Manage Digital Assets?
What are Digital Assets? In today’s digital age, we accumulate a vast array of digital assets, from cherished photographs and …