Can I require minimum income to access full distributions?
The question of whether you can require minimum income to access full distributions from a trust is a common one …
Can I require mandatory financial education for beneficiaries of a bypass trust?
The question of whether you can require mandatory financial education for beneficiaries of a bypass trust is a complex one, …
Can I require independent third-party audits of trust distributions?
The question of whether you can require independent third-party audits of trust distributions is a common one for those establishing …
Can I require heirs to complete financial counseling before inheriting?
The idea of conditioning an inheritance on an heir’s financial literacy is gaining traction, and yes, in California, and specifically …
How Do Conservatorships Handle Outstanding Debts?
Conservatorships are legal arrangements where a court appoints an individual, known as a conservator, to manage the financial affairs and …
How Can a Conservatorship Impact Family Inheritance?
What is a Conservatorship, Exactly? A conservatorship is a legal arrangement where a court appoints an individual or entity (the …
Does Conservatorship Affect Social Security Benefits?
What is a Conservatorship? A conservatorship is a legal arrangement where a court appoints an individual or entity, known as …
Do Conservators Have To Post Bonds?
Conservatorships are legal arrangements where a court appoints an individual or entity, known as the conservator, to manage the affairs …
What are Third-Party Claims in Trust Disputes?
Trust litigation can be incredibly complex, often involving multiple parties with competing interests. One such area of complexity arises from …
What are Signs of Trustee Misconduct?
Trustee misconduct can take many forms, and it’s important for beneficiaries to be aware of the potential red flags. A …