Can I restrict geographic usage of real estate assets within the trust?
The question of restricting geographic usage of real estate assets held within a trust is a common one for clients …
Point Loma Estate Planning Law
Can I restrict distributions during bankruptcy or lawsuits?
The question of restricting distributions from a trust during bankruptcy or lawsuits is a frequent concern for individuals and families …
Can I restrict annual payouts to a maximum percent of average trust value?
The question of limiting annual trust distributions to a percentage of the trust’s average value is a common and insightful …
Can I restrict access to trust assets for substance abuse issues?
The question of protecting trust assets from potential misuse due to substance abuse is a common and increasingly important concern …
Can I restrict a beneficiary from accessing principal but allow access to income?
The question of whether you can restrict a beneficiary from accessing principal while allowing access to income within a trust …
Can I require trustees to meet periodically with financial advisors?
The question of whether you can require trustees to meet periodically with financial advisors is a common one, particularly for …