Can I Reward Long-Term Employment Through a Trust?
The question of rewarding long-term employment via a trust is a surprisingly common one for Steve Bliss, an Estate Planning …
Can I restrict distributions to beneficiaries with poor money management?
The question of whether you can restrict distributions to beneficiaries struggling with financial responsibility is a common one for Ted …
Can I restrict asset transfers between irrevocable trusts?
The question of restricting asset transfers between irrevocable trusts is a common one for individuals engaged in advanced estate planning, …
Can I restrict access to trust financial reports to beneficiaries only?
The question of restricting access to trust financial reports to beneficiaries only is a common and crucial one for those …
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 …
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 …