Can I restrict stock holdings to ESG-compliant companies?
The increasing demand for socially responsible investing has led many individuals to question whether they can tailor their investment portfolios …
San Diego County
Can I restrict political activity funded by the trust?
The question of restricting political activity funded by a trust is a surprisingly complex one, frequently arising in estate planning …
Can I restrict inheritance based on ESG violations by beneficiaries?
The question of whether you can restrict inheritance based on Environmental, Social, and Governance (ESG) violations by your beneficiaries is …
Can I restrict educational funding to non-profit institutions?
The question of whether an individual can restrict educational funding to non-profit institutions, specifically through estate planning tools like trusts, …
Can I restrict distributions based on the beneficiary’s marital status?
The question of whether you can restrict distributions from a trust based on a beneficiary’s marital status is a surprisingly …
Can I restrict annual payouts to a maximum percent of average trust value?
The question of limiting annual trust payouts to a percentage of the trust’s average value is a common one for …
Can I restrict access to the trust if the beneficiary declares bankruptcy?
The question of protecting trust assets from a beneficiary’s creditors, particularly in the event of bankruptcy, is a frequent concern …