Can I require investment alignment with UN Sustainable Development Goals?
The question of aligning investments with the UN Sustainable Development Goals (SDGs) is increasingly relevant for trust creators, particularly those …
Point Loma Estate Planning Law
Can I require impact reports from beneficiaries of legacy gifts?
The question of requiring impact reports from beneficiaries of legacy gifts is a growing concern for philanthropists and estate planners, …
Can I require financial planning approval before large distributions?
The question of whether you can require financial planning approval before large distributions from a trust is a common and …
Can I require family retreats with certified facilitators?
The question of mandating family retreats, even those led by certified facilitators, within the framework of a trust is complex, …
Can I require environmental certifications for real estate projects?
The increasing awareness of environmental sustainability has led many individuals and organizations to prioritize “green” building practices in real estate …