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 …
San Diego County
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 …