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 …
Can a Conservator Sell Property?
The question of whether a conservator can sell property is a common one, arising from the complexities of managing another …
Can a Conservatee Request a New Conservator?
What is a Conservatorship? A conservatorship is a legal arrangement where a court appoints an individual or organization, known as …
Can Co-Trustees Have Disputes?
What is a Trust? A trust is a legal arrangement where a person, known as the grantor, transfers assets to …
Can an Accountant Testify in Trust Disputes?
What is a Trust Dispute? Trust disputes often arise when beneficiaries disagree with the trustee’s actions or decisions regarding the …