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Point Loma Trust Administration

How Is an Affidavit of Trust Used?

April 27, 2025 by admin

An affidavit of trust is a legally binding document that serves as proof of the existence and terms of a …

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How Is a Special Needs Trust Administered?

April 27, 2025 by admin

What Are the Primary Purposes of a Special Needs Trust? A special needs trust (SNT) is a legal instrument designed …

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How is a Non-Grantor Trust Taxed?

April 27, 2025 by admin

Understanding the intricacies of trusts, particularly the tax implications of different types, can seem daunting. This is especially true for …

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How Does Trust Decanting Work?

April 27, 2025 by admin

Trust decanting is a powerful tool that allows trustees to modify the terms of an existing irrevocable trust without needing …

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Recent Posts

  • Can I require the trust to consult with an estate planner annually?
  • Can I Require That Trustees Undergo Annual Fiduciary Training?
  • Can I require that no single investment exceed a certain percentage of the portfolio?

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