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Point Loma Estate Planning Law

Can I require mandatory health screenings for access to benefits?

May 10, 2025 by admin

The question of whether one can require mandatory health screenings for access to benefits is complex, particularly when viewed through …

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Can I require investment alignment with UN Sustainable Development Goals?

May 10, 2025 by admin

The question of aligning investments with the UN Sustainable Development Goals (SDGs) is increasingly relevant for trust creators, particularly those …

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Can I require impact reports from beneficiaries of legacy gifts?

May 10, 2025 by admin

The question of requiring impact reports from beneficiaries of legacy gifts is a growing concern for philanthropists and estate planners, …

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Can I require financial planning approval before large distributions?

May 10, 2025 by admin

The question of whether you can require financial planning approval before large distributions from a trust is a common and …

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Can I require family retreats with certified facilitators?

May 10, 2025 by admin

The question of mandating family retreats, even those led by certified facilitators, within the framework of a trust is complex, …

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Can I require environmental certifications for real estate projects?

May 10, 2025 by admin

The increasing awareness of environmental sustainability has led many individuals and organizations to prioritize “green” building practices in real estate …

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Recent Posts

  • Can I require the trust to consult with an estate planner annually?
  • Can I Require That Trustees Undergo Annual Fiduciary Training?
  • Can I require that no single investment exceed a certain percentage of the portfolio?

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