Can I limit investment to government securities in a testamentary trust?
The question of whether you can limit investments within a testamentary trust—specifically to government securities—is a common one for estate …
San Diego County
Can I limit exposure to real estate markets within the trust portfolio?
The question of limiting exposure to real estate within a trust portfolio is a common one, and rightfully so. Real …
Can I limit disbursements during times of political unrest or instability?
The question of controlling asset distributions, particularly from a trust, during periods of political upheaval is a significant concern for …
Can I limit access to principal until multiple trustees agree on a request?
The question of controlling access to trust principal – the assets held within a trust – is a frequent one …
Can I Leave Unequal Distributions in my Trust?
The question of whether you can leave unequal distributions in your trust is a common one for estate planning clients, …
Can I leave instructions for unsubscribing from subscriptions and memberships?
Estate planning, at its core, isn’t simply about distributing assets after one’s passing; it’s about ensuring a seamless transition of …
Can I leave assets to my grandchildren in the trust?
The question of including grandchildren as beneficiaries within a trust is remarkably common, and the answer is a resounding yes, …