Can I require public benefit disclosures from charitable distributions?
The question of requiring public benefit disclosures from charitable distributions, particularly when utilizing trusts, is becoming increasingly important for both …
Can I require language access services as part of the CRT’s remainder use?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools that allow individuals to donate assets to a charity while retaining …
Can I require independent asset appraisals every three years?
The question of requiring independent asset appraisals every three years within a trust framework is a practical one, frequently asked …
Can I Require Full Family Disclosure Before Releasing Certain Funds?
As a San Diego trust attorney like Ted Cook often advises, the question of requiring full family disclosure before releasing …
Can I require financial contributions from heirs into a shared community trust?
The concept of requiring financial contributions from heirs into a shared community trust, sometimes referred to as a family trust …
Can I require equity investments in minority-led businesses?
The question of whether one can *require* equity investments in minority-led businesses, particularly within the context of trust planning and …
Can I Require Documentation of Social Impact for Larger Trust Disbursements?
As a San Diego trust attorney, Ted Cook frequently encounters clients who wish to establish trusts not just for financial …
Can Conservatorships Restrict Dietary Choices?
Conservatorships are legal arrangements where a court appoints an individual, known as a conservator, to manage the personal and/or financial …
Can Conservatorships Limit Use of Technology?
In an era dominated by digital connectivity, questions arise regarding the intersection of technology and legal frameworks designed to protect …
Can Conservatorships Involve Investment Decisions?
What Exactly is a Conservatorship? A conservatorship is a legal arrangement where a court appoints an individual, known as the …