Can I require the trustee to invest in low-volatility portfolios?
The question of whether you can require a trustee to invest in low-volatility portfolios is a common one for those …
Point Loma Estate Planning Law
Can I require the trustee to consult with an advisor?
Establishing a trust is a powerful tool for managing and distributing assets, but it’s crucial to consider how much control …
Can I require the trust to provide startup seed funding?
The question of whether a trust can be compelled to provide seed funding for a startup venture is complex and …
Can I require the charity to use the remainder in a specific way?
The question of directing how a charitable remainder trust’s remaining assets are used is a common one for those planning …
Can I require that trust documents remain private and sealed?
The question of maintaining trust document privacy is a frequent concern for individuals establishing trusts, particularly in California where Ted …