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 …
Point Loma Estate Planning Law
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 …
Can I restrict access to trust information for certain beneficiaries?
The question of restricting access to trust information for specific beneficiaries is a common one for Ted Cook, a Trust …