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Can I require that environmental sustainability scores be maintained for trust assets?

May 10, 2025 by admin

The concept of integrating Environmental, Social, and Governance (ESG) factors, and specifically environmental sustainability scores, into trust administration is gaining …

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Can I require that a family business remain within the family?

May 10, 2025 by admin

The question of preserving a family business for future generations is a deeply emotional and strategically complex one, and a …

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Can I require social media confidentiality from trustees and beneficiaries?

May 10, 2025 by admin

The digital age presents novel challenges for estate planning, particularly regarding confidentiality. Traditionally, trust administration occurred within a private sphere, …

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What Is a Conservatorship?

April 28, 2025 by admin

A conservatorship is a legal arrangement where a court appoints an individual or entity, known as the conservator, to manage …

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What Documents Are Needed For Conservatorship?

April 28, 2025 by admin

Navigating the legal complexities of conservatorship can be daunting, especially when grappling with the necessary documentation. A conservatorship is a …

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What Are the Responsibilities of a Conservator in San Diego?

April 28, 2025 by admin

Being appointed as a conservator is a significant responsibility, involving complex legal and ethical considerations. In San Diego, a conservator …

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How Does Conservatorship Impact Autonomy?

April 28, 2025 by admin

Conservatorship is a legal arrangement where a court appoints an individual or entity, known as the conservator, to manage the …

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What is a Receiver in Trust Disputes?

April 27, 2025 by admin

In the realm of trust litigation, where complex financial arrangements and familial relationships often intertwine, the role of a receiver …

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What Is a Letter of Wishes and Can It Be Litigated?

April 27, 2025 by admin

A letter of wishes, often referred to as a “statement of desires” or “memorandum of intent,” is a non-binding document …

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What is a Discretionary Trust and How Does It Affect Litigation?

April 27, 2025 by admin

A discretionary trust is a legal arrangement where a trustee has the power to decide how and when to distribute …

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Recent Posts

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