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 …
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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 …
What is a Conservatorship?
A conservatorship is a legal arrangement where a court appoints an individual or entity, known as the conservator, to manage …
What is Equitable Estoppel in Trust Litigation?
How Does Equitable Estoppel Work in the Context of Trusts? Equitable estoppel is a legal doctrine that prevents someone from …
What Is Contempt of Court in Trust Disputes?
Contempt of court, a serious legal matter that can arise in various contexts, including trust disputes, occurs when an individual …
What Is Bad Faith Refusal To Distribute Trust Assets?
Trusts are legal entities designed to hold and manage assets for beneficiaries according to the wishes of the grantor, the …