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 …
Point Loma Estate Planning Law
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 …