Can I require trustees to meet periodically with financial advisors?
The question of whether you can *require* trustees to meet periodically with financial advisors is a nuanced one, deeply rooted …
Can I require trustee training before assuming the role?
The question of whether you can require trustee training before assuming the role is a significant one, and the answer …
Can I require trustee certification in estate or fiduciary law?
The question of whether you can *require* trustee certification in estate or fiduciary law is complex, varying significantly by state …
Can I require the trustee to use fiduciary insurance at all times?
The question of whether you can require a trustee to maintain fiduciary insurance, also known as trustee liability insurance, is …
Can I require the trustee to publish a family impact report?
The question of whether you can require a trustee to publish a family impact report within the context of a …
Can I require the trustee to hire a professional asset manager?
The question of whether you can *require* a trustee to hire a professional asset manager within a trust is a …
Can I require the trustee to consider climate risks in investment decisions?
The question of whether you can require a trustee to consider climate risks in investment decisions is increasingly relevant and …
Can I require regular investment reviews by an advisory board?
The question of establishing an advisory board to oversee trust investments is a common one for those working with a …
Can I require quarterly beneficiary check-ins for updates?
As a trust attorney in San Diego, Ted Cook frequently encounters questions surrounding the administration of trusts and the ongoing …
Can I require public acknowledgment of the trust’s role in major expenses?
The question of requiring public acknowledgment of a trust’s involvement in major expenses is complex, touching upon privacy concerns, trust …