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Can I require the trustee to consult with an advisor?

May 11, 2025 by admin

Estate planning, particularly involving trusts, often centers on ensuring assets are managed responsibly and in accordance with the grantor’s wishes. …

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Can I require the trust to hold sustainability ratings across its portfolio?

May 11, 2025 by admin

The question of integrating sustainability ratings into a trust’s investment portfolio is increasingly prevalent, reflecting a growing societal emphasis on …

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Can I require that trust-funded tech be set up with privacy settings enabled?

May 11, 2025 by admin

The digital age presents unique challenges for estate planning, especially when assets held within a trust include technology – smartphones, …

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Can I require that real estate be used for housing rather than resale?

May 11, 2025 by admin

The question of dictating the ultimate use of inherited real estate—specifically, ensuring it remains housing rather than being sold for …

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Can I require that family heirlooms be kept in trust and not sold?

May 11, 2025 by admin

The question of preserving family heirlooms through a trust is a common and deeply personal one for many San Diego …

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Can I require that a CRT support a donor-designated field of interest fund?

May 11, 2025 by admin

Charitable Remainder Trusts (CRTs) are powerful estate planning tools, offering tax benefits and the satisfaction of supporting chosen causes. While …

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Can I Require Social Impact Investment Reporting from Trust-funded Ventures?

May 11, 2025 by admin

The question of whether you can require social impact investment reporting from ventures funded by a trust is increasingly relevant …

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Can I require mediation for all trust disputes?

May 10, 2025 by admin

The question of whether you can *require* mediation for all trust disputes is multifaceted, deeply rooted in California law, and …

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Can I Require Long-Term Vision Planning from Beneficiaries?

May 10, 2025 by admin

The question of whether a grantor – like Ted Cook, a trust attorney in San Diego – can *require* long-term …

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Can I require independent oversight of trustee decisions?

May 10, 2025 by admin

The question of whether you can require independent oversight of trustee decisions is a crucial one for anyone establishing or …

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  • Can I require the trustee to consult with an advisor?
  • Can I require the trust to hold sustainability ratings across its portfolio?
  • Can I require that trust-funded tech be set up with privacy settings enabled?

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