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Point Loma Estate Planning Law

Can I restrict distributions during bankruptcy or lawsuits?

May 10, 2025 by admin

The question of restricting distributions from a trust during bankruptcy or lawsuits is a frequent concern for individuals and families …

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Can I restrict annual payouts to a maximum percent of average trust value?

May 10, 2025 by admin

The question of limiting annual trust distributions to a percentage of the trust’s average value is a common and insightful …

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Can I restrict access to trust assets for substance abuse issues?

May 10, 2025 by admin

The question of protecting trust assets from potential misuse due to substance abuse is a common and increasingly important concern …

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Can I restrict a beneficiary from accessing principal but allow access to income?

May 10, 2025 by admin

The question of whether you can restrict a beneficiary from accessing principal while allowing access to income within a trust …

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Can I require trustees to meet periodically with financial advisors?

May 10, 2025 by admin

The question of whether you can require trustees to meet periodically with financial advisors is a common one, particularly for …

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