Can I restrict geographic usage of real estate assets within the trust?
The question of restricting geographic usage of real estate assets held within a trust is a common one for clients …
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Can I require transparency clauses for future beneficiaries?
The question of requiring transparency from future beneficiaries of a trust is a common one for Ted Cook, a trust …
Can I require the trustee to report to a board of advisors?
The question of whether you can require a trustee to report to a board of advisors is a common one …
Can I require the trustee to invest only in low-risk portfolios?
The question of dictating investment strategy to a trustee, particularly limiting it to low-risk portfolios, is a common one for …
Can I require the trustee to consult with the beneficiary’s care team?
The question of whether you can require a trustee to consult with a beneficiary’s care team is a frequent one, …
Can I require the trust to publish an environmental audit every five years?
The question of mandating regular environmental audits within a trust, specifically every five years, is a fascinating one, often arising …
Can I require the creation of an anti-racism plan for trustee succession?
The question of proactively incorporating anti-racism into trustee succession planning is increasingly relevant and, ethically, a strong consideration for modern …
What Rights Are Lost in Conservatorship?
Who Needs a Conservator? A conservatorship is a legal arrangement where a court appoints an individual or entity (the conservator) …
What is a Limited Conservatorship?
A limited conservatorship is a legal arrangement where a court appoints an individual, known as a conservator, to manage some, …
What is a Conservatorship and How Does it Work?
A conservatorship is a legal arrangement where a court appoints an individual, known as a conservator, to manage the affairs …