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 …
What is a Conservatorship?
A conservatorship is a legal arrangement where a court appoints an individual or entity, known as the conservator, to manage …
Who Can Request A Conservatorship?
A conservatorship is a legal arrangement where a court appoints an individual or organization, known as the conservator, to manage …
What is Conservatorship?
Conservatorship is a legal arrangement where a court appoints an individual, called a conservator, to manage the affairs of another …
What Is the Duty of Loyalty in Trust Administration?
The duty of loyalty is a cornerstone principle in trust administration, obligating trustees to act solely in the best interests …