Can I Require Beneficiaries to Submit Net Worth Statements?
The question of whether a trust can require beneficiaries to submit net worth statements is complex, deeply rooted in the …
Point Loma Estate Planning Law
Can I require beneficiaries to meet life goals before inheriting?
The desire to ensure future generations not only receive an inheritance, but also develop into responsible, productive individuals, is a …
Can I require beneficiaries to file annual taxes before accessing income?
The question of whether a trust can require beneficiaries to file annual taxes before accessing income is complex and heavily …
Can I require approval from an ethics board for high-risk investments?
The question of seeking ethics board approval for high-risk investments, particularly within the context of trust administration as practiced by …
Can I require annual reviews of the trust?
The question of whether you can require annual reviews of a trust is a common one for individuals working with …
Can I require annual conflict-of-interest disclosures from trustees?
As a San Diego trust attorney, Ted Cook frequently advises clients on the intricacies of trust administration. A crucial, yet …