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. …
The question of socially responsible investing within a trust is becoming increasingly common, and the answer, thankfully, is generally yes. …
The question of directing trust funds towards specific causes, like sustainable housing, is a common one for Ted Cook, a …
The question of preserving a property’s historical character within a trust is a surprisingly complex one, often landing at the …
The question of controlling how trust distributions are managed is a common concern for grantors – those who create trusts. …
As a San Diego trust attorney, Ted Cook frequently encounters questions about control and oversight within trust administration, particularly regarding …