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Point Loma Estate Planning Law

Can I restrict access to trust assets until the beneficiary has a job?

May 10, 2025 by admin

The question of whether you can restrict access to trust assets until a beneficiary has secured employment is a common …

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Can I restrict access to digital files in a trust?

May 10, 2025 by admin

The modern estate planning landscape increasingly requires addressing digital assets – everything from online banking and social media accounts to …

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Can I require trust-held real estate to remain undeveloped?

May 10, 2025 by admin

The question of whether you can require trust-held real estate to remain undeveloped is a common one for those establishing …

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Can I require trustees to follow an ESG scoring system for investments?

May 10, 2025 by admin

The question of whether you can require trustees to follow an ESG (Environmental, Social, and Governance) scoring system for investments …

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Can I require trustee rotation every 5 years?

May 10, 2025 by admin

The question of whether you can require trustee rotation every five years within a trust is a common one, particularly …

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