What Is a Funding Checklist for Trust Administration?
Trusts are legal entities designed to hold and manage assets for beneficiaries. Funding a trust means transferring ownership of those …
Point Loma Trust Administration
What is a Directed Trustee?
A directed trustee plays a unique role in trust administration, serving as a fiduciary who manages and distributes assets according …
What If a Trust Is Poorly Drafted?
Trusts are powerful legal tools designed to manage and distribute assets according to your wishes. However, a poorly drafted trust …
What Happens If Trust Assets Lose Value?
How Does a Trust Work in Protecting My Assets? A trust is a legal arrangement where a grantor (the person …