Can I limit what types of assets the trust can invest in?
The question of limiting investment types within a trust is a remarkably common one, and the answer is a resounding …
Point Loma Estate Planning Law
Can I limit trust fund access to beneficiaries with stable employment?
The question of whether you can limit trust fund access to beneficiaries based on their employment status is a common …
Can I limit the trust’s ability to invest in certain industries?
The question of whether you can limit a trust’s investment choices, specifically excluding certain industries, is a common one for …
Can I limit or ban investments in certain industries?
As a grantor establishing a trust with Ted Cook, a San Diego trust attorney, you absolutely have the power to …
Can I limit funds for private club memberships or luxury events?
The question of whether you can limit funds allocated for private club memberships or luxury events within a trust is …