Can the trust subsidize non-clinical holistic treatments?
The question of whether a trust can subsidize non-clinical holistic treatments is increasingly common, reflecting a growing interest in alternative …
Point Loma Estate Planning Law
Can the trust sponsor ongoing fitness or wellness programs?
The question of whether a trust can sponsor ongoing fitness or wellness programs is multifaceted, hinging on the specific terms …
Can the trust retain an accountant to assist with filings?
The question of whether a trust can retain an accountant to assist with filings is a resounding yes, and often …
Can the trust require trustees to take continuing legal or fiduciary education?
The question of whether a trust can require trustees to undertake continuing legal or fiduciary education is becoming increasingly relevant …
Can the trust require that all asset appraisals be conducted bi-annually?
The question of whether a trust can require bi-annual asset appraisals is a common one for Ted Cook, a Trust …
Can the trust require employment status updates from beneficiaries?
The question of whether a trust can require employment status updates from beneficiaries is a common one for Ted Cook, …