Can I restrict any future consolidation with other trusts?
The question of restricting future consolidation of trusts is a common one, particularly for individuals establishing trusts with specific intentions …
Point Loma Estate Planning Law
Can I restrict access to trust assets until the beneficiary has a job?
The question of whether you can restrict access to trust assets until a beneficiary has secured employment is a common …
Can I restrict access to digital files in a trust?
The modern estate planning landscape increasingly requires addressing digital assets – everything from online banking and social media accounts to …
Can I require trust-held real estate to remain undeveloped?
The question of whether you can require trust-held real estate to remain undeveloped is a common one for those establishing …
Can I require trustees to follow an ESG scoring system for investments?
The question of whether you can require trustees to follow an ESG (Environmental, Social, and Governance) scoring system for investments …
Can I require trustee rotation every 5 years?
The question of whether you can require trustee rotation every five years within a trust is a common one, particularly …