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Point Loma Estate Planning Law

Can I require annual updates to the estate plan by trustees?

June 4, 2025 by admin

As an estate planning attorney in San Diego, I often encounter clients wondering about the ongoing maintenance of their trusts …

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Can a trustee be penalized for violating investment guidelines?

June 4, 2025 by admin

Absolutely, a trustee can be penalized for violating investment guidelines, and the consequences can range from minor corrections to substantial …

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Can I include a no-conflict-of-interest policy in the trust’s governance?

June 4, 2025 by admin

Absolutely, incorporating a no-conflict-of-interest policy within a trust’s governance is not only permissible but highly recommended for robust and ethical …

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Can I require family land to be kept undeveloped for conservation?

June 4, 2025 by admin

The question of preserving family land for conservation is a deeply personal one, often intertwined with emotional attachment, financial considerations, …

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Can the trust allow for alternate trustees in the event of incapacity?

June 3, 2025 by admin

The simple answer is absolutely, a well-drafted trust should, and almost always does, account for the possibility of the trustee …

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Can I include a system for rotating trustee roles?

May 10, 2025 by admin

The question of whether you can include a system for rotating trustee roles within a trust is a common one, …

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Can I include a spendthrift clause in a bypass trust?

May 10, 2025 by admin

The intersection of spendthrift clauses and bypass trusts, particularly within the context of estate planning handled by attorneys like Ted …

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Can I include a no-contest clause in a testamentary trust?

May 10, 2025 by admin

The inclusion of a no-contest clause, also known as an *in terrorem* clause, within a testamentary trust is a frequently …

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Can I include a financial management checklist in my estate plan?

May 10, 2025 by admin

The question of whether you can – and should – include a financial management checklist within your estate plan is …

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Can I include a clause to freeze trust assets during litigation?

May 10, 2025 by admin

The question of whether you can include a clause to freeze trust assets during litigation is a common one for …

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