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 …
How Does Conservatorship Affect Long-Term Planning?
Conservatorship is a legal arrangement where a court appoints an individual or entity, known as a conservator, to manage the …
How Do Conservatorships Address Conflict Among Siblings?
Sibling rivalry is a common theme throughout history, literature, and everyday life. While often harmless and even endearing in childhood, …
How are Conservators Compensated?
Conservatorship, a legal arrangement where a court appoints an individual or entity (the conservator) to manage the personal, financial, or …
Does a Conservatee Have Legal Representation?
Conservatorship is a complex legal process designed to protect individuals who are unable to manage their own affairs due to …
What Happens If a Trustee Uses Trust Funds for Personal Use?
Trusts are legal arrangements designed to hold and manage assets for beneficiaries. A trustee is appointed to oversee the trust’s …
What Happens If a Trustee Has a Conflict of Interest?
How Does a Conflict of Interest Arise in Trust Administration? A trustee’s primary duty is to act solely in the …
What Happens If a Trust Was Created Under Duress?
Trusts are powerful legal tools designed to manage assets and distribute them according to the grantor’s wishes. They offer numerous …