Can I mandate estate plan reviews every decade by a legal professional?
The question of mandating estate plan reviews is fascinating, and while you can’t *legally* force future you (or your trustee) …
Point Loma Estate Planning Law
Can I mandate contributions to emergency savings accounts?
The question of whether you can “mandate” contributions to emergency savings accounts, particularly within the framework of a trust established …
Can I make the trust expire at a certain age or event?
The question of whether a trust can expire at a certain age or upon the occurrence of a specific event …
Can I make provisions for cryptocurrency in my estate plan?
The question of incorporating cryptocurrency into estate planning has rapidly moved from a futuristic concern to a present-day necessity. As …
Can I make my estate plan adaptable to changing family dynamics?
Estate planning is often viewed as a static process – create a will, trust, and power of attorney, and you’re …
Can I make distributions dependent on financial literacy training?
The question of whether a trust can make distributions contingent upon a beneficiary completing financial literacy training is increasingly common, …