Can I appoint a historian to document trust impact for family archives?
The question of whether you can appoint a historian to document the impact of a trust for family archives is …
Point Loma Estate Planning Law
Can I Allow Virtual Meetings for Trustee Decisions?
The question of whether trustees can legitimately conduct meetings and make decisions virtually has become increasingly prevalent, especially in the …
Can I allow the trustee to restructure trust assets if markets shift?
The question of whether a trustee can restructure trust assets in response to market shifts is a common one for …
Can I allow temporary trustee powers during caregiver vacations?
The question of whether you can allow temporary trustee powers during caregiver vacations is a common one, particularly as families …
Can I allow partial asset sales only during specific economic conditions?
The question of permitting partial asset sales within a trust, specifically contingent on economic conditions, is a complex one demanding …
Can I allow foreign-exchange hedging in the trust’s investment strategy?
The question of incorporating foreign-exchange hedging within a trust’s investment strategy is multifaceted, demanding careful consideration of risk tolerance, investment …