Can I require that property taxes for trust-owned real estate be prepaid?
The question of whether you can *require* prepayment of property taxes on real estate held within a trust is multifaceted, …
Can I require that environmental sustainability scores be maintained for trust assets?
The concept of integrating Environmental, Social, and Governance (ESG) factors, and specifically environmental sustainability scores, into trust administration is gaining …
Can I require that a family business remain within the family?
The question of preserving a family business for future generations is a deeply emotional and strategically complex one, and a …
Can I require social media confidentiality from trustees and beneficiaries?
The digital age presents novel challenges for estate planning, particularly regarding confidentiality. Traditionally, trust administration occurred within a private sphere, …
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 Documents Are Needed For Conservatorship?
Navigating the legal complexities of conservatorship can be daunting, especially when grappling with the necessary documentation. A conservatorship is a …
What Are the Responsibilities of a Conservator in San Diego?
Being appointed as a conservator is a significant responsibility, involving complex legal and ethical considerations. In San Diego, a conservator …
How Does Conservatorship Impact Autonomy?
Conservatorship is a legal arrangement where a court appoints an individual or entity, known as the conservator, to manage the …
What is a Receiver in Trust Disputes?
In the realm of trust litigation, where complex financial arrangements and familial relationships often intertwine, the role of a receiver …
What Is a Letter of Wishes and Can It Be Litigated?
A letter of wishes, often referred to as a “statement of desires” or “memorandum of intent,” is a non-binding document …