Can I restrict investment in companies rated low on DEI practices?
The question of aligning investments with personal values, specifically regarding Diversity, Equity, and Inclusion (DEI), is increasingly prevalent among investors …
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Can I require trustee succession planning within the trust document?
The question of incorporating trustee succession planning into a trust document is not merely advisable—it’s becoming increasingly critical for modern …
Can I require trustee approval from an independent party?
The question of whether you can require trustee approval from an independent party is a frequent one for those establishing …
Can I require the trustee to use fiduciary insurance at all times?
The question of whether you can require a trustee to maintain fiduciary insurance, also known as trustee liability insurance, is …
Can I require the trustee to publish a family impact report?
The idea of requiring a trustee to publish a “family impact report” is gaining traction as beneficiaries become more proactive …
Can I require the trustee to host open office hours annually for heirs?
The question of requiring a trustee to host annual open office hours for heirs is a surprisingly common one, often …
Can I require the trustee to consult annual performance reviews for distributions?
The question of whether you can require a trustee to consult annual performance reviews when making distributions from a trust …
What Legal Alternatives Exist to Conservatorship?
When is a Conservatorship Necessary? A conservatorship is a legal arrangement where a court appoints an individual or entity, known …
What are the Responsibilities of a Conservator?
Being appointed as a conservator is a significant responsibility, both legally and ethically. It signifies that a court has entrusted …
What Happens at a Conservatorship Hearing?
A conservatorship hearing is a legal proceeding where a judge determines whether an individual, known as the “conservatee,” needs someone …