Can I provide continued funding for a family archive or library?
The idea of preserving family history through an archive or library is increasingly popular, offering a tangible link to ancestors …
San Diego County
Can I provide a trust fund for non-family caregivers?
The question of establishing a trust fund for non-family caregivers is becoming increasingly common as traditional family structures evolve and …
Can I protect against estate taxes in both my state and federally?
Estate planning is a complex process, and the question of protecting assets from both state and federal estate taxes is …
Can I prohibit trustee investment in fossil fuel companies?
The question of whether you can prohibit a trustee from investing in fossil fuel companies is increasingly common, reflecting a …
Can I prohibit the resale of inherited assets within a specific time window?
The question of restricting the resale of inherited assets after someone’s passing is a common one for estate planning attorneys …
Can I prohibit income-sharing arrangements with unrelated parties?
The question of whether you can prohibit income-sharing arrangements with unrelated parties within a trust is complex and deeply rooted …
Can I prohibit certain investments in the trust?
The question of whether you can prohibit certain investments within a trust is a common one for individuals working with …