Can I require that the trust fund health tracking devices for dependents?
The question of incorporating health tracking device requirements into a trust fund for dependents is increasingly relevant in today’s health-conscious …
Can I require that no single investment exceed a certain percentage of the portfolio?
Absolutely, and it’s a remarkably astute question for anyone establishing a trust, especially a revocable living trust through a San …
Can I require that beneficiaries not cohabitate without marriage to qualify?
The question of whether you can require beneficiaries to be married to receive trust distributions, or conversely, disqualify them for …
Can I require tax-preparer sign-off before distributions?
The question of whether you can require tax-preparer sign-off before distributions from a trust is a complex one, deeply rooted …
Can I require review of trust goals every decade?
The question of periodically reviewing trust goals, such as every decade, is exceptionally prudent estate planning. While a trust document …
What Happens When a Conservatee Disagrees With Their Conservator?
Why Would a Conservatee Disagree With Their Conservator? Conservatorships are designed to protect individuals who are unable to manage their …
What are Conservatorships in San Diego?
Conservatorships are legal arrangements where a court appoints an individual or entity, known as a conservator, to manage the personal …
How Often Are Conservatorship Laws Updated?
Conservatorships, legal arrangements where a court appoints an individual or entity (the conservator) to manage the affairs of another person …
How Does Conservatorship Differ From Power of Attorney?
The terms “conservatorship” and “power of attorney” are often used interchangeably, leading to confusion about their distinct roles in legal …
What Is a Removal Petition in Trust Litigation?
In the intricate world of trust litigation, where complex legal matters intersect with personal affairs, understanding the various tools available …