Can I restrict access to financial records of the trust?
Establishing a trust is a powerful estate planning tool, but it also introduces considerations regarding financial transparency. While trusts are …
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Can I require use of cooperatively owned financial institutions?
The question of whether you can *require* the use of cooperatively owned financial institutions within a trust is complex and …
Can I require trustees to hold regular strategy meetings?
As a trust attorney in San Diego, I often field questions about the operational aspects of trust administration. A surprisingly …
What is a Conservatorship?
A conservatorship is a legal arrangement where a court appoints an individual or organization, known as the conservator, to manage …
Who Oversees Conservatorships?
Conservatorships are legal arrangements where a court appoints an individual or entity, known as a conservator, to manage the personal, …
What Happens When Co-Conservators Disagree?
Who Needs a Conservatorship Anyway? A conservatorship is a legal arrangement where a court appoints an individual or entity, known …
Who Can Petition for Limited Conservatorship?
Limited conservatorships are a crucial legal tool designed to protect individuals who, due to age, illness, or disability, may need …
When Does Trust Litigation Occur?
Trust litigation, a complex and often emotionally charged legal process, arises when disputes emerge concerning the administration or interpretation of …
What is Unjustifiable Delay in Trust Litigation?
Trust litigation, unfortunately, can be a lengthy and complex process, often leaving beneficiaries frustrated and unsure about the timeline for …
What Is Trustee Negligence?
Trustee negligence occurs when a trustee breaches their fiduciary duty, which is the legal obligation to act in the best …