Can I assign investment oversight to a third party?
The question of whether you can assign investment oversight to a third party is a common one, particularly for individuals …
Point Loma Estate Planning Law
Can I assign environmental, social, and governance advisors to the trust?
The question of integrating Environmental, Social, and Governance (ESG) considerations into trust administration is gaining significant traction, especially amongst those …
Can I assign different age thresholds for different heirs?
The question of whether you can assign different age thresholds for different heirs within a trust is a common one, …
Can I assign an environmental sustainability clause to trust real estate?
The concept of integrating environmental sustainability into trust agreements, specifically concerning real estate, is gaining considerable traction. Traditionally, trusts focused …
Can I assign a professional archivist to family records in the estate plan?
The question of incorporating a professional archivist into an estate plan, while unconventional, is increasingly relevant in our digitally-saturated world …
Can I assign a climate impact officer to oversee environmental compliance of the trust?
The question of assigning a climate impact officer to oversee the environmental compliance of a trust is gaining traction, especially …