Can the trust be used to form a shared family investment pool?
Absolutely, a trust can be a remarkably effective vehicle for establishing a shared family investment pool, allowing generations to collectively …
Wildomar Estate Planning
Can the trust set a ceiling on the number of beneficiaries who may access principal?
Absolutely, a trust can indeed set a ceiling, or limitation, on the number of beneficiaries who may access principal, though …
Can I link trust performance to environmental sustainability metrics?
The question of whether trust performance can be linked to environmental sustainability metrics is increasingly relevant as investors and beneficiaries …
Can a bypass trust include funding for elder care facilities?
The question of whether a bypass trust can include funding for elder care facilities is a common one for those …
Can I create a trust that requires investment in ESG funds?
Yes, you absolutely can create a trust that directs or requires investment in Environmental, Social, and Governance (ESG) funds; in …