Can I restrict asset transfers between irrevocable trusts?
The question of restricting asset transfers between irrevocable trusts is a common one for individuals engaged in advanced estate planning, …
Point Loma Estate Planning Law
Can I restrict access to trust financial reports to beneficiaries only?
The question of restricting access to trust financial reports to beneficiaries only is a common and crucial one for those …
Can I restrict access to financial records of the trust?
Establishing a trust is a powerful estate planning tool, but it also introduces considerations regarding financial transparency. While trusts are …
Can I require use of cooperatively owned financial institutions?
The question of whether you can *require* the use of cooperatively owned financial institutions within a trust is complex and …
Can I require trustees to hold regular strategy meetings?
As a trust attorney in San Diego, I often field questions about the operational aspects of trust administration. A surprisingly …