Can I require the trustee to consider beneficiaries’ financial need?
The question of whether you can require a trustee to consider a beneficiary’s financial need within a trust document is …
Point Loma Estate Planning Law
Can I require the trust to avoid investing in alcohol or tobacco companies?
The question of socially responsible investing within a trust is becoming increasingly common, and the answer, thankfully, is generally yes. …
Can I require that trust funds be used for sustainable housing?
The question of directing trust funds towards specific causes, like sustainable housing, is a common one for Ted Cook, a …
Can I require that property be maintained in historical condition?
The question of preserving a property’s historical character within a trust is a surprisingly complex one, often landing at the …
Can I require that distributions be managed by a licensed advisor?
The question of controlling how trust distributions are managed is a common concern for grantors – those who create trusts. …
Can I require that a family representative co-approve every major disbursement?
As a San Diego trust attorney, Ted Cook frequently encounters questions about control and oversight within trust administration, particularly regarding …