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, …
Point Loma Estate Planning Law
Can I include a spendthrift clause in a bypass trust?
The intersection of spendthrift clauses and bypass trusts, particularly within the context of estate planning handled by attorneys like Ted …
Can I include a no-contest clause in a testamentary trust?
The inclusion of a no-contest clause, also known as an *in terrorem* clause, within a testamentary trust is a frequently …
Can I include a financial management checklist in my estate plan?
The question of whether you can – and should – include a financial management checklist within your estate plan is …
Can I include a clause to freeze trust assets during litigation?
The question of whether you can include a clause to freeze trust assets during litigation is a common one for …
Can I include a clause for transition coaching after school completion?
The question of incorporating transition coaching into a trust, particularly after the beneficiary completes their education, is a surprisingly common …