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Can I require annual updates to the estate plan by trustees?
As an estate planning attorney in San Diego, I often encounter clients wondering about the ongoing maintenance of their trusts …
Can a trustee be penalized for violating investment guidelines?
Absolutely, a trustee can be penalized for violating investment guidelines, and the consequences can range from minor corrections to substantial …
Can I include a no-conflict-of-interest policy in the trust’s governance?
Absolutely, incorporating a no-conflict-of-interest policy within a trust’s governance is not only permissible but highly recommended for robust and ethical …
Can I require family land to be kept undeveloped for conservation?
The question of preserving family land for conservation is a deeply personal one, often intertwined with emotional attachment, financial considerations, …
Can the trust allow for alternate trustees in the event of incapacity?
The simple answer is absolutely, a well-drafted trust should, and almost always does, account for the possibility of the trustee …
Can I include a system for rotating trustee roles?
The question of whether you can include a system for rotating trustee roles within a trust is a common one, …