Can the trust mandate shared expenses among siblings for joint assets?
The question of whether a trust can mandate shared expenses among siblings for joint assets is a common one, particularly …
Point Loma Estate Planning Law
Can the trust limit ownership in leveraged ETFs?
The question of whether a trust can limit ownership in leveraged Exchange Traded Funds (ETFs) is a complex one, often …
Can the trust invest in mission-aligned cooperatives?
The question of whether a trust can invest in mission-aligned cooperatives is a surprisingly nuanced one, falling squarely within the …
Can the trust include reentry planning from an institution or hospital stay?
The question of whether a trust can encompass reentry planning following a stay in an institution or hospital is a …
Can the trust include instructions to avoid environmentally harmful investments?
The question of incorporating environmental, social, and governance (ESG) factors, and specifically avoiding environmentally harmful investments, within a trust is …
Can the trust include co-investment agreements with other family trusts?
The question of whether a trust can include co-investment agreements with other family trusts is a common one for Ted …