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 …
Point Loma Estate Planning Law
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 …
Can I limit contact between trustees and certain heirs?
The question of limiting contact between trustees and specific heirs is a surprisingly common one, and the answer, as with …