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Point Loma Estate Planning Law

Can I prohibit trustee investment in AI or emerging tech sectors?

May 10, 2025 by admin

The question of restricting a trustee’s investment choices, specifically concerning rapidly evolving fields like Artificial Intelligence (AI) and other emerging …

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Can I prohibit smoking or substance use as a condition of benefits?

May 10, 2025 by admin

The question of whether a grantor can prohibit smoking or substance use as a condition of receiving benefits from a …

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Can I prohibit investment in certain industries through trust terms?

May 10, 2025 by admin

The ability to prohibit investment in specific industries through trust terms is a frequently asked question for individuals working with …

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Can I prohibit distributions if the beneficiary files for bankruptcy?

May 10, 2025 by admin

The question of whether you can prohibit distributions to a beneficiary who files for bankruptcy is a complex one, deeply …

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Can I prohibit beneficiaries from selling inherited property?

May 10, 2025 by admin

The question of whether you can prohibit beneficiaries from selling inherited property is a common one for individuals engaging in …

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Can I prevent trust assets from being divided in a divorce?

May 10, 2025 by admin

The question of whether trust assets can be shielded from division in a divorce is a frequent concern for individuals …

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  • Can I prohibit trustee investment in AI or emerging tech sectors?
  • Can I prohibit smoking or substance use as a condition of benefits?
  • Can I prohibit investment in certain industries through trust terms?

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