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 …
Point Loma Estate Planning Law
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 …