Can I require trust funds to be invested in socially responsible assets?
The question of aligning investment portfolios with personal values, specifically through socially responsible investing (SRI), is increasingly common among trust …
Point Loma Estate Planning Law
Can the trust fund assisted living or nursing home care?
Navigating the costs of long-term care, such as assisted living or nursing homes, is a significant concern for many families, …
Can I require beneficiaries to attend estate planning meetings?
The question of whether you can *require* beneficiaries to attend estate planning meetings is complex, touching on legal boundaries, family …
Can I prohibit use of trust funds for political lobbying?
Yes, you absolutely can prohibit the use of trust funds for political lobbying, and it’s a surprisingly common concern for …
Can I require that environmental sustainability scores be maintained for trust assets?
The idea of integrating environmental, social, and governance (ESG) factors, including sustainability scores, into trust management is gaining traction, reflecting …
Can the bypass trust offer emergency housing to extended family?
The question of whether a bypass trust can offer emergency housing to extended family is complex, hinging on the specific …
Can the bypass trust hold an interest in a family partnership?
The question of whether a bypass trust, also known as a generation-skipping trust, can hold an interest in a family …
Can the bypass trust be used to delay asset distribution until a child’s marriage?
The bypass trust, also known as a generation-skipping trust (GST), is a powerful estate planning tool frequently employed by trust …
Can the Beneficiary Also Be the Trustee?
The question of whether a beneficiary can also serve as a trustee is a frequent one for Ted Cook, a …
Can testamentary trusts pay annual dividends to beneficiaries?
Testamentary trusts, established through a will and taking effect after someone’s passing, are versatile tools for estate planning, but the …