Can I require mandatory trustee audits every 5 years?
The question of whether you can require mandatory trustee audits every five years is a common one for those establishing …
Can I require investment in local or community businesses?
The question of whether you can require investment in local or community businesses within a trust is a nuanced one, …
Can I require income payments be used only for primary residence expenses?
The question of restricting income payments from a trust to solely cover primary residence expenses is a common one for …
How Do Conservatorships Handle Personal Safety?
What is a Conservatorship and Why Might Someone Need One? A conservatorship is a legal arrangement where a court appoints …
How Can Conservatorships Affect Inheritance Disputes?
What is a Conservatorship, Exactly? A conservatorship is a legal arrangement where a court appoints an individual or organization (the …
Does Conservatorship Affect Voting Rights?
Conservatorship is a legal arrangement where a court appoints an individual or entity, known as a conservator, to manage the …
Do Conservators Require Legal Training?
What is a Conservatorship, Anyway? A conservatorship is a legal arrangement where a court appoints an individual or entity, known …
What Are The Penalties For Trustee Embezzlement?
Trustee embezzlement is a serious offense with severe consequences. When someone entrusted with managing assets for the benefit of beneficiaries …
What Are Signs of Beneficiary Misconduct?
Trust litigation often arises from disputes over the administration of a trust or the distribution of assets. One common area …
What Are Successor Trustee Powers?
The role of a successor trustee is crucial in ensuring the smooth continuation of a trust’s administration after the original …