Can I require that a CRT support a donor-designated field of interest fund?
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?
The question of whether you can require social impact investment reporting from ventures funded by a trust is increasingly relevant …
Can I require mediation for all trust disputes?
The question of whether you can *require* mediation for all trust disputes is multifaceted, deeply rooted in California law, and …
Can I Require Long-Term Vision Planning from Beneficiaries?
The question of whether a grantor – like Ted Cook, a trust attorney in San Diego – can *require* long-term …
Can I require independent oversight of trustee decisions?
The question of whether you can require independent oversight of trustee decisions is a crucial one for anyone establishing or …
Can I require heirs to attend financial workshops before receiving funds?
The question of whether you can require heirs to attend financial workshops before receiving funds from a trust is a …
Can I require financial literacy training before distributions?
As a trust attorney in San Diego, Ted Cook frequently encounters clients wanting to ensure their beneficiaries are prepared to …
Can I require family land to be kept undeveloped for conservation?
The question of preserving family land for conservation is deeply resonant for many, particularly in areas experiencing rapid development. As …
How Do Conservatorships Affect Personal Privacy?
Conservatorships are legal arrangements where a court appoints an individual, known as a conservator, to manage the personal and/or financial …
How Can a Conservatorship Be Challenged?
A conservatorship is a legal arrangement where a court appoints an individual or organization (the conservator) to manage the personal, …