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Point Loma Estate Planning Law

Can I include a sunset clause for the trust?

May 10, 2025 by admin

The concept of a “sunset clause” within a trust, while not a traditional term used by estate planning attorneys like …

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Can I include a requirement that trust assets be rebalanced yearly?

May 10, 2025 by admin

The question of mandating yearly rebalancing within a trust document is a common one for clients of Ted Cook, a …

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Can I include a letter of intent with my testamentary trust?

May 10, 2025 by admin

The question of whether you can include a letter of intent with your testamentary trust is a common one for …

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Can I include a condition that trustees undergo third-party ethics training?

May 10, 2025 by admin

The question of mandating ethics training for trustees is increasingly relevant in estate and trust administration, particularly as the complexities …

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Can I include a clause that terminates the trust if assets fall below a threshold?

May 10, 2025 by admin

The question of whether you can include a clause that terminates a trust if assets fall below a certain threshold …

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Can I include a clause for dispute resolution among co-trustees?

May 10, 2025 by admin

The question of how to handle disagreements amongst co-trustees is a remarkably common one, and absolutely, a clause for dispute …

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