Can I require specific lifestyle choices in the trust?
The question of whether you can dictate lifestyle choices within a trust is a common one for Ted Cook, a …
Can I require regular reevaluation of the beneficiary’s goals and progress?
As a trust attorney in San Diego, Ted Cook frequently encounters clients concerned with ensuring their trust’s benefits truly serve …
Can I require quarterly ESG reporting from the trustee?
The increasing focus on Environmental, Social, and Governance (ESG) factors has permeated nearly every facet of investment and financial management, …
What Happens When Conservators Disagree?
Why is a Conservatorship Established? A conservatorship is a legal arrangement where a court appoints an individual or entity, known …
What is Conservatorship?
Conservatorship is a legal arrangement where a court appoints an individual or entity, known as a conservator, to manage the …
How Long Does a Conservatorship Last?
What Exactly is a Conservatorship? A conservatorship is a legal arrangement where a court appoints an individual, known as a …
How Does Conservatorship Affect Someone’s Residency?
Conservatorship is a legal arrangement where a court appoints an individual, known as a conservator, to manage the personal affairs …
What Is a Petition to Compel Trustee Accounting?
A trust is a legal entity that holds assets for the benefit of designated beneficiaries. A trustee, appointed by the …
What is a Fraudulent Trust Transfer?
A fraudulent trust transfer occurs when assets are placed into a trust with the intent to deceive creditors or hide …
What if Trust Assets Are Improperly Distributed?
Trusts are legal entities designed to hold and manage assets for beneficiaries according to the grantor’s wishes. When a trust …