Can I schedule reevaluations of trustee fitness every decade?
The question of periodically reevaluating a trustee’s fitness is a prudent one, and increasingly relevant as individuals age or circumstances …
Can I restrict investment in cryptocurrency or digital assets?
The question of restricting investment in cryptocurrency or digital assets within a trust is increasingly common as these assets gain …
Can I restrict funding of politically affiliated organizations?
The question of whether you can restrict funding to politically affiliated organizations within a trust is a complex one, deeply …
Can I restrict distributions based on the beneficiary’s marital status?
The question of whether you can restrict distributions from a trust based on a beneficiary’s marital status is a common …
Can I restrict access to trust funds based on legal issues or past behavior?
The question of restricting access to trust funds due to a beneficiary’s legal troubles or past conduct is a common …
Can I restrict access to inherited property without community input?
Inherited property, a cornerstone of estate planning and wealth transfer, often brings with it complex questions regarding access and control. …
Can I require use of specific financial institutions by the trustee?
The question of whether you can *require* a trustee to use specific financial institutions when administering a trust is a …
Who Typically Serves as a Conservator?
Conservatorships are legal arrangements designed to protect individuals who are unable to manage their own affairs due to physical or …
What is a Conservatorship and How Does it Work?
What Circumstances Might Lead to a Need for Conservatorship? A conservatorship is a legal arrangement where a court appoints an …