Can I mandate ESG compliance in trust-held portfolios?
The question of whether you can mandate Environmental, Social, and Governance (ESG) compliance in trust-held portfolios is increasingly common, reflecting …
Point Loma Estate Planning Law
Can I mandate annual philanthropic service by beneficiaries?
The question of whether you can mandate annual philanthropic service by beneficiaries of a trust is a surprisingly common one, …
Can I make the bypass trust subject to the laws of a specific jurisdiction?
The question of whether a bypass trust – a crucial estate planning tool for married couples seeking to maximize estate …
Can I make my trust portable across jurisdictions?
The question of trust portability—whether a trust created in one state can be effectively administered and recognized in another—is a …
Can I make income from the trust variable based on inflation?
The question of whether income from a trust can be adjusted for inflation is a common one, particularly in our …
Can I make digital footprint reviews part of distribution criteria?
The question of incorporating digital footprint reviews into the criteria for trust distribution is increasingly relevant in today’s digital age. …