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Point Loma Estate Planning Law

Can I limit investment in certain industries?

May 10, 2025 by admin

The question of whether you can limit investment in certain industries within a trust is a common one for Ted …

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Can I limit eligibility for distributions to those who pass a fiduciary exam?

May 10, 2025 by admin

The concept of tying trust distributions to the successful completion of a “fiduciary exam” is gaining traction as a method …

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Can I limit asset allocations to a max threshold per asset class?

May 10, 2025 by admin

The question of whether you can limit asset allocations to a maximum threshold per asset class within a trust is …

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Can I limit access to funds if a beneficiary fails to meet tax obligations?

May 10, 2025 by admin

The question of controlling beneficiary access to trust funds based on tax compliance is a common concern for trust creators, …

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Can I Leave Written Ethical Guidance to Accompany Inheritance?

May 10, 2025 by admin

The question of whether you can leave written ethical guidance alongside an inheritance is a common one for Ted Cook, …

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