Can I require annual updates to the estate plan by trustees?
The question of mandating annual updates to an estate plan by trustees is a common one for Ted Cook, a …
Point Loma Estate Planning Law
Can I require annual performance reviews of trust asset managers?
As a beneficiary or trustee of a trust, understanding the performance of the assets managed on your behalf is paramount. …
Can I require annual accounting of trust activities to beneficiaries?
The question of whether beneficiaries can require annual accounting of trust activities is a common one for Ted Cook, a …
Can I require all trustees to sign off on distributions?
The question of whether you can require all trustees to sign off on distributions is a common one, especially for …
Can I require a trustee to complete background checks for vendors?
The question of whether you can require a trustee to complete background checks for vendors is a multifaceted one, deeply …