Can I cap the trust’s exposure to any one investment sector?
Absolutely, you can, and in many cases, should cap a trust’s exposure to any single investment sector. As a San …
Point Loma Estate Planning Law
Can I cap how much a trustee can earn from third-party referrals?
The question of whether you can cap a trustee’s earnings from third-party referrals is a nuanced one, deeply rooted in …
Can I Build Incentives for Health or Wellness Milestones into a Trust?
The idea of linking trust distributions to beneficiaries achieving specific health or wellness milestones is gaining traction, reflecting a growing …
Can I build in ESG guidelines for trust investments?
The integration of Environmental, Social, and Governance (ESG) factors into trust investments is rapidly gaining momentum, shifting from a niche …
Can I block political endorsements using inheritance wealth?
The question of whether one can restrict how inherited wealth is used for political endorsements is a complex one, deeply …
Can I ban trust investment in certain countries or sectors?
The question of whether a grantor can ban trust investments in certain countries or sectors is a common one for …