Can I require the trustee to submit an annual investment philosophy statement?
The question of whether you can require a trustee to submit an annual investment philosophy statement is a nuanced one, …
Can I require the trustee to maintain insurance for all trust-held property?
Establishing a trust is a powerful tool for managing and distributing assets, but it’s crucial to consider all aspects of …
Can I require the trustee to disclose vendor ESG ratings to beneficiaries?
The question of whether a beneficiary can require a trustee to disclose Environmental, Social, and Governance (ESG) ratings of a …