Can I require the trustee to consult a financial advisor?
The question of whether you can require a trustee to consult a financial advisor is a common one, particularly for …
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Can I require the trust to hold part of its value in physical gold?
The question of whether a trust can hold physical gold is increasingly common as individuals seek diversification and a hedge …
Can I require that trust-owned businesses remain private?
The desire to maintain privacy surrounding business ownership held within a trust is incredibly common, especially in today’s transparent world. …
Can I require that the trust avoid investing in leveraged ETFs?
The question of restricting a trust from investing in leveraged Exchange Traded Funds (ETFs) is a common and prudent one, …
What is the Role of a Conservatorship Investigator?
How Does a Conservatorship Investigation Begin? A conservatorship investigation is often triggered when concerns arise about an individual’s ability to …
What Happens if a Conservatorship Application Is Rejected?
Why Is a Conservatorship Necessary? A conservatorship is a legal arrangement where a court appoints an individual or entity, known …
What Are Common Complaints Against Conservators?
Conservatorship, while intended as a protective measure for individuals who lack capacity to manage their own affairs, can sometimes be …
How is Incapacity Proven in Conservatorship Cases?
Determining an individual’s capacity is a critical step in establishing a conservatorship. Conservatorships are legal arrangements where a court appoints …
What is Confidential Relationship in Undue Influence Claims?
In the realm of trust litigation, the concept of “confidential relationship” often arises when allegations of undue influence are leveled …
What is Bad Faith in Trust Litigation?
Trust litigation often involves complex familial relationships, intertwined financial interests, and the interpretation of legal documents. In these emotionally charged …