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Point Loma Estate Planning Law

Can I include a “use it or lose it” clause in my trust?

May 10, 2025 by admin

The concept of a “use it or lose it” clause within a trust, while seemingly straightforward, is a complex area …

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Can I include a rotating scholarship grant within the trust?

May 10, 2025 by admin

The idea of embedding a rotating scholarship grant within a trust is a fascinating and increasingly popular estate planning strategy, …

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

May 10, 2025 by admin

Establishing a trust is a significant step in estate planning, and ensuring its smooth operation requires careful consideration of governance …

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Can I include a family mission statement in the trust?

May 10, 2025 by admin

The question of whether you can include a family mission statement within a trust is a fascinating one, and increasingly …

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Can I include a clause to convert the trust if laws change?

May 10, 2025 by admin

The question of incorporating a clause allowing for trust conversion due to changing laws is a remarkably insightful one, and …

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