Can I require relocation to family-owned land for access to funds?
The question of tying access to inherited funds to a requirement of relocating to family-owned land is a surprisingly common …
Point Loma Estate Planning Law
Can I fund a trust using structured settlement payments?
The question of whether structured settlement payments can be used to fund a trust is a common one, particularly for …
Can I link trust disbursements to cost-of-living indexes?
Absolutely, linking trust disbursements to cost-of-living indexes is a sophisticated yet increasingly common practice, particularly in long-term trusts designed to …
Can I link trust distributions to inflation?
The question of whether you can link trust distributions to inflation is a common one, especially in today’s economic climate …
Can I include a non-disclosure agreement within a testamentary trust?
Testamentary trusts, established through a will, offer a powerful mechanism for managing and distributing assets after someone’s passing, but integrating …
Can I limit trust investments to companies that align with family values?
The question of aligning trust investments with family values—often termed socially responsible investing (SRI) or impact investing—is increasingly prevalent. For …
Can I limit trust access for beneficiaries involved in litigation?
The question of limiting trust access for beneficiaries embroiled in litigation is a common, and often critical, concern for trust …
Can I limit the ability to sell inherited real estate?
The question of controlling the disposition of inherited real estate is a frequent concern for estate planning clients, particularly those …
Can I limit inheritance until a beneficiary completes rehab?
The question of whether you can limit inheritance until a beneficiary completes rehab is a common one, especially for families …
Can I limit exposure to real estate markets within the trust portfolio?
The question of limiting real estate exposure within a trust portfolio is increasingly relevant, especially in today’s volatile market. Many …