Can I include personal values or ethics in trust terms?
The question of whether personal values or ethics can be included in trust terms is a surprisingly complex one, often …
Point Loma Estate Planning Law
Can I include my digital legacy in the testamentary trust?
The question of incorporating a “digital legacy” into a testamentary trust is increasingly relevant in our modern, interconnected world. Traditionally, …
Can I include media and entertainment spending limits?
The question of whether a trust can – and should – include limits on spending for media and entertainment is …
Can I include investment accounts in the trust?
The question of whether investment accounts can be included in a trust is a remarkably common one for individuals seeking …
Can I include instructions for guardians of minor beneficiaries?
The question of whether you can, and absolutely *should*, include instructions for guardians of minor beneficiaries within a trust is …
Can I include guidelines for environmentally conscious investing in the trust?
The question of incorporating environmentally conscious, or socially responsible, investing (SRI) guidelines into a trust is gaining significant traction, particularly …