Can I include trust clauses to encourage social inclusion?
The question of incorporating social inclusion provisions within a trust document is gaining traction as estate planning evolves beyond purely …
Point Loma Estate Planning Law
Can I include terms for property to be maintained off-grid?
The question of incorporating provisions for off-grid property maintenance within a trust is increasingly relevant as individuals seek greater self-sufficiency …
Can I include standards of conduct for representing the family name?
The question of preserving a family’s legacy extends far beyond simply transferring assets; it’s about upholding values, traditions, and the …
Can I include restrictions preventing political lobbying with CRT remainder funds?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining an income …
Can I include protections for whistleblowers within the family?
The question of incorporating whistleblower protections within a family trust, or any trust for that matter, is a surprisingly relevant …