Can I assign cultural stewardship roles to beneficiaries based on expertise?
The question of assigning cultural stewardship roles to beneficiaries within a trust, particularly when the trust holds assets with significant …
Point Loma Estate Planning Law
Can I assign a temporary trustee if the primary is unavailable?
The question of whether you can assign a temporary trustee when the primary is unavailable is a common one for …
Can I Assign a Family Ombudsman to Mediate Internal Trust Disputes?
The concept of assigning a family ombudsman to mediate internal trust disputes is gaining traction as families seek alternatives to …
Can I assign a backup charity if the original one no longer exists?
The question of designating a backup charity within a trust is a common one, particularly as time passes and the …
Can I appoint an ombudsman to monitor trust distributions?
The question of appointing an ombudsman to oversee trust distributions is becoming increasingly relevant as trust complexities grow and beneficiary …