Can I require investment alignment with UN Sustainable Development Goals?
The question of integrating Environmental, Social, and Governance (ESG) factors, particularly alignment with the UN Sustainable Development Goals (SDGs), into …
Can I require impact investment verification from portfolio managers?
The question of verifying impact in impact investments is paramount, especially as the sector matures and investors demand greater accountability. …
Can I require community service as a trust condition?
The idea of embedding philanthropic requirements within a trust document, specifically mandating community service, is gaining traction as settlors (the …
Can I require board service or nonprofit affiliation for access to additional funds?
The question of whether a trust can require board service or nonprofit affiliation as a condition for receiving distributions is …
Can I require beneficiaries to obtain legal counsel before major withdrawals?
The question of whether you, as a trust creator (grantor or settlor), can require beneficiaries to obtain legal counsel before …
Can I require beneficiaries to live in a specific location to inherit?
The question of whether you can require beneficiaries to live in a specific location to inherit is a common one …
Can I require attendance at family retreats or planning sessions?
As a trust attorney in San Diego, Ted Cook frequently encounters questions about the complexities of family dynamics within the …
Can I require annual reviews of trustee performance?
The question of whether you can require annual reviews of trustee performance is a common one for those establishing or …
Can Conservatorship Be Used to Manage Someone’s Career?
Conservatorships are legal arrangements designed to protect individuals who lack the capacity to manage their own affairs. They involve a …
Can a Conservatorship Influence Marriage Dissolution?
What is a Conservatorship, Exactly? A conservatorship is a legal arrangement where a court appoints an individual or entity (the …