Can I prohibit certain investments in the trust?
Establishing a trust is a powerful tool for managing and distributing assets, but it’s not a ‘set it and forget …
Point Loma Estate Planning Law
Can I prevent trust involvement in payday lending or high-interest loans?
The question of shielding a trust from the predatory practices of payday lending and high-interest loans is increasingly relevant. Roughly …
Can I Prevent Ex-Spouses from Accessing Trust Funds?
The question of whether an ex-spouse can access trust funds is a common concern for individuals going through divorce, or …
Can I prevent beneficiaries from assigning their interest to creditors?
The question of protecting trust assets from the reach of a beneficiary’s creditors is a paramount concern for many establishing …
Can I plan to avoid disputes between co-trustees?
The idea of co-trustees – two or more individuals jointly managing a trust – often seems appealing. It provides a …
Can I plan for simultaneous death scenarios?
Planning for the future, while often focused on individual longevity, must also address the improbable yet impactful possibility of simultaneous …