Can the trust include instructions to avoid environmentally harmful investments?
Absolutely, a trust can and increasingly does include instructions to avoid environmentally harmful investments, aligning with the growing field of …
Point Loma Estate Planning Law
Can I allow temporary delegation of trust access to charitable entities?
The question of temporarily delegating trust access to charitable entities is a complex one, often arising when a trustee desires …
Can I add insurance policy requirements for trust assets?
Yes, absolutely, incorporating insurance policy requirements for trust assets is not only possible but often a crucial element of comprehensive …
Can a testamentary trust prevent irresponsible spending?
A testamentary trust, established through a will and taking effect after death, can indeed be a powerful tool to mitigate …
Can I mix per stirpes and per capita rules in one trust?
The question of whether you can mix *per stirpes* and *per capita* distribution rules within a single trust is complex …
Can I restrict trust distributions if the spouse enters into a new marriage?
The question of restricting trust distributions upon a spouse’s remarriage is a common one for Ted Cook, a Trust Attorney …
Can I restrict stock holdings to ESG-compliant companies?
The question of aligning investment portfolios with Environmental, Social, and Governance (ESG) principles is increasingly prevalent, and for those establishing …
Can I restrict investments in fossil fuels through my CRT’s portfolio?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets, receive income for a set period, …
Can I restrict how a CRT’s remainder is used geographically or demographically?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining income for …
Can I restrict distributions during declared national emergencies?
The question of whether you can restrict distributions from a trust during a declared national emergency is complex, deeply rooted …