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 …
How Do Courts Determine Conservator Suitability?
Determining who is best suited to care for an individual deemed unable to manage their own affairs is a serious …
What is a Conservatorship?
A conservatorship is a legal arrangement where a court appoints an individual or organization, known as a conservator, to manage …
Does Conservatorship Impact Retirement Accounts?
Navigating the complexities of conservatorships often raises questions about how various aspects of an individual’s life are affected, particularly their …
Do Conservatorships Impact Child Custody Cases?
The intersection of family law and estate planning can be complex, often raising questions about how different legal arrangements interact. …
What Constitutes Fraud in the Inducement of a Trust?
Fraud in the inducement of a trust occurs when someone deceives another person into creating or amending a trust by …
What are Tax Consequences of Trust Disputes?
Trusts, while intended to simplify asset distribution and minimize estate taxes, can sometimes become embroiled in disputes that have significant …
What Are Prohibited Transactions For Trustees?
Trustees hold a position of immense responsibility, entrusted with managing assets for the benefit of beneficiaries according to the terms …