Can I include a requirement that trust assets be rebalanced yearly?
The question of mandating yearly rebalancing within a trust document is a common one for clients of Ted Cook, a …
Point Loma Estate Planning Law
Can I include a letter of intent with my testamentary trust?
The question of whether you can include a letter of intent with your testamentary trust is a common one for …
Can I include a condition that trustees undergo third-party ethics training?
The question of mandating ethics training for trustees is increasingly relevant in estate and trust administration, particularly as the complexities …
Can I include a clause that terminates the trust if assets fall below a threshold?
The question of whether you can include a clause that terminates a trust if assets fall below a certain threshold …
Can I include a clause for dispute resolution among co-trustees?
The question of how to handle disagreements amongst co-trustees is a remarkably common one, and absolutely, a clause for dispute …