Can I require an independent panel to approve principal distributions over a limit?
The question of establishing an independent panel to oversee principal distributions from a trust, particularly those exceeding a predetermined limit, …
Point Loma Estate Planning Law
Can I require all trust communication to be encrypted and secure?
In today’s digital age, the security of personal and financial information is paramount, especially when dealing with sensitive matters like …
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 …
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 …