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 …
Point Loma Estate Planning Law
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 …