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Point Loma Trust Administration

How Does a Directed Trustee Differ From a Regular Trustee?

April 27, 2025 by admin

Trusts are powerful legal tools that can help individuals manage their assets and ensure their wishes are carried out after …

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How Do You Get an EIN for a Trust?

April 27, 2025 by admin

Navigating the world of trusts can feel like deciphering an ancient language, especially when dealing with legal requirements like obtaining …

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How Do Courts Interpret Ambiguous Trust Language?

April 27, 2025 by admin

Trusts are powerful legal instruments designed to manage assets and distribute them according to a grantor’s wishes. However, even the …

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How Are Trust Assets Inventoried?

April 27, 2025 by admin

Trust administration, while crucial for ensuring your wishes are carried out after you’re gone, can be a complex process. One …

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Recent Posts

  • Can I require that beneficiary life milestones be documented for trust archives?
  • Can I require testimony from peers before major payouts?
  • Can I require separate bank accounts for trust-managed funds?

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