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 …
Point Loma Estate Planning Law
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 …
Can I require professional development goals before releasing principal?
As a trust attorney in San Diego, Ted Cook frequently encounters situations where clients want to ensure their beneficiaries not …
Can I Require Personality Testing as Part of Inheritance Access?
The question of whether you can require personality testing as a condition for accessing an inheritance is complex, falling into …
Can I require ongoing financial documentation from heirs for transparency?
The desire for transparency after establishing a trust and distributing assets to heirs is understandable, especially given the careful planning …