Can I restrict stock holdings to ESG-compliant companies?
The rising interest in Environmental, Social, and Governance (ESG) factors has prompted many investors, including those planning their estate, to …
Point Loma Estate Planning Law
Can I set up communication protocols between trustee and care team?
Establishing clear communication protocols between a trustee and a care team is not only possible, but a crucial component of …
Can the trust support beneficiaries with disabilities who are not on government assistance?
Absolutely, a properly structured trust can provide significant support to beneficiaries with disabilities even if they are not currently receiving …
Can a CRT include environmental due diligence requirements for investments?
Community Reinvestment Trusts (CRTs) are increasingly sophisticated vehicles for deploying capital in underserved communities, and the question of integrating environmental …
Can I plan for multiple successors for various family roles and trusts?
Absolutely, proactive estate planning allows for the designation of multiple successors for both family roles and trusts, providing a robust …
Can I stipulate that heirs must undergo mental health evaluations before accessing funds?
The question of whether you can require heirs to undergo mental health evaluations before receiving trust distributions is complex, deeply …
Can I stagger inheritance based on personal achievements?
The idea of tying inheritance to personal achievements—rewarding milestones like graduating college, maintaining sobriety, or establishing a stable career—is gaining …
Can I specify the age when beneficiaries must receive trust terms?
The question of when beneficiaries receive information about their trust terms is a common one for Ted Cook, a trust …
Can I specify rent caps for trust-funded housing?
The question of whether you can specify rent caps for housing funded by a trust is complex and deeply intertwined …
Can I specify funding for dietary consultations or nutritionists?
The question of whether you can specify funding for dietary consultations or nutritionists within a trust is a common one, …