Can I require that trustees undergo annual fiduciary training?
Absolutely, requiring annual fiduciary training for trustees is a proactive step that can significantly strengthen the protection of assets within …
Escondido Estate Planning
Can I use a bypass trust to separate community property in a marriage?
The question of separating community property in a marriage is a common concern for couples in California, and bypass trusts, …
Can a bypass trust incorporate ESG ratings into investment screens?
Absolutely, a bypass trust can indeed incorporate Environmental, Social, and Governance (ESG) ratings into its investment screens, reflecting a growing …
Can I prohibit use of trust funds for legal battles between beneficiaries?
The question of whether you can prohibit the use of trust funds to cover legal battles between beneficiaries is a …
What are examples of trustee misconduct?
Trustee misconduct represents a serious breach of fiduciary duty, impacting the beneficiaries who rely on the proper administration of a …