Can I restrict trust spending by category or vendor?
The question of restricting trust spending is a very common one for beneficiaries and trustees alike, particularly when dealing with …
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Can I restrict the use of the charitable remainder to a specific department within a charity?
The question of whether you can restrict the use of a charitable remainder to a specific department within a charity …
Can I restrict resale of inherited real estate to non-family members?
The question of restricting the resale of inherited real estate to non-family members is a common concern for estate planning …
Can I require trustees to follow a mission-aligned investment policy?
The question of whether you can require trustees to follow a mission-aligned investment policy is increasingly prevalent as grantmakers and …
Can I require trustee rotation every five years?
The idea of rotating trustees every five years is increasingly discussed in estate planning, particularly amongst those crafting trusts in …
Can I require trustee approval for private equity investments?
Trusts, by their very nature, are vehicles for managing assets according to the grantor’s wishes, as detailed in the trust …
Can I require the trustee to take a biennial course on fiduciary law updates?
The question of whether you can require a trustee to take a biennial course on fiduciary law updates is a …
Can I require the trustee to provide annual updates to my heirs?
The question of whether you can require a trustee to provide annual updates to your heirs is a frequently asked …
Can I require the trustee to hold town halls for family members or community updates?
The question of whether you can *require* a trustee to hold town halls or provide regular updates to family members …
Who Provides Legal Advice in Conservatorship Cases?
Conservatorships are complex legal proceedings designed to protect individuals who are unable to manage their own affairs due to physical …