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Point Loma Estate Planning Law

Can I include a structured review calendar in the trust terms?

May 10, 2025 by admin

The question of incorporating a structured review calendar within the terms of a trust is a common one for clients …

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Can I include a non-disclosure agreement within a testamentary trust?

May 10, 2025 by admin

The question of incorporating a non-disclosure agreement (NDA) within a testamentary trust is a nuanced one, frequently arising in estate …

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Can I include a guideline for cultural or heritage preservation grants?

May 10, 2025 by admin

The question of incorporating guidelines for cultural or heritage preservation grants within a comprehensive estate plan, guided by a Trust …

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Can I include a clause to permanently exclude certain individuals?

May 10, 2025 by admin

The question of permanently excluding individuals from a trust is a complex one, frequently encountered in estate planning with Ted …

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Can I include a clause preventing heirs from selling real estate for a period?

May 10, 2025 by admin

The question of whether you can include a clause preventing heirs from selling real estate for a period is a …

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Can I incentivize guardianship of elderly family members?

May 10, 2025 by admin

The question of incentivizing guardianship for elderly family members is surprisingly common, and often arises from a place of genuine …

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