Can I limit investment to government securities in a testamentary trust?
The question of whether you can limit investment to government securities within a testamentary trust is a common one for …
Point Loma Estate Planning Law
Can I limit funding for political activity via a testamentary trust?
The question of restricting the use of trust funds for political contributions or activities is a complex one, heavily influenced …
Can I limit distribution frequency to biennial or longer intervals?
The question of limiting distribution frequency in a trust, specifically to biennial or longer intervals, is a common one for …
Can I limit access to trust benefits based on household income?
The question of whether you can limit access to trust benefits based on household income is a complex one, deeply …
Can I limit a trustee’s authority in the trust document?
The question of whether you can limit a trustee’s authority within a trust document is a fundamental one for anyone …
Can I Leave Money to a Pet in My Estate Plan?
The question of providing for beloved pets within an estate plan is becoming increasingly common, reflecting the deepening bonds people …