Can the court appoint a trustee for a testamentary trust?
Yes, the court absolutely can appoint a trustee for a testamentary trust, especially if the original trustee named in the …
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Can a trustee delegate authority to a financial advisor?
The question of whether a trustee can delegate authority to a financial advisor is a common one, and the answer …
Can I prohibit withdrawals for luxury goods or high-risk investments?
The question of controlling how beneficiaries utilize funds from a trust after your passing is a common one, and the …
Can the trust sponsor community garden plots for therapeutic activity?
Establishing and sponsoring community garden plots for therapeutic activity through a trust is not only permissible but can be a …
Can a trust require the maintenance of family traditions?
The question of whether a trust can require the maintenance of family traditions is a surprisingly common one for estate …
Can I create trust access based on community engagement metrics?
The idea of tying trust access—specifically, when and how beneficiaries receive assets—to community engagement metrics is a fascinating, though complex, …
Can I include a requirement that trust assets be rebalanced yearly?
Absolutely, you can include a requirement that trust assets be rebalanced yearly, and in fact, for many trusts, particularly those …
Can I use a testamentary trust to protect against elder abuse?
The increasing prevalence of elder financial abuse is a deeply concerning issue, with estimates suggesting that one in ten older …
Can I make my trust conditional?
The question of whether you can make your trust conditional is a common one for estate planning clients in San …
How do I stop problems with my estate plan before they start?
The phone slipped from my trembling hand, clattering against the hardwood floor. My breath caught in my throat as Sarah’s …