Can I require psychological interviews prior to distributions?
The question of whether you can require psychological interviews before distributing assets from a trust is complex, deeply rooted in …
Point Loma Estate Planning Law
Can I require professional certifications for trustees?
The question of whether you can require professional certifications for trustees is multifaceted and largely depends on the specifics of …
Can I require periodic reassessment of family needs for trust distribution planning?
The question of whether you can require periodic reassessment of family needs for trust distribution planning is central to creating …
Can I require my trustee to work with a specific law firm or advisor?
The question of whether you can dictate which legal counsel or financial advisor your trustee must utilize is a surprisingly …
Can I require mandatory trustee retreats every two years?
The question of whether you can *require* mandatory trustee retreats every two years, as a trust attorney like Ted Cook …
Can I require legacy projects (books, interviews, videos) as trust conditions?
The question of incorporating requirements for the completion or continuation of legacy projects – such as finishing a book, conducting …