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Point Loma Trust Administration

What Is a Discretionary Trust?

April 27, 2025 by admin

A discretionary trust is a powerful estate planning tool that grants a trustee significant flexibility in distributing assets to beneficiaries. …

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What Is A Charitable Trust?

April 27, 2025 by admin

A charitable trust is a legal entity designed to hold assets and distribute them for charitable purposes. Unlike private trusts, …

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What If a Trustee Refuses to Act?

April 27, 2025 by admin

How Does a Trust Work Anyway? A trust is a legal entity that holds assets for the benefit of beneficiaries. …

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What Happens If The Trust Has Business Interests?

April 27, 2025 by admin

Trusts are often utilized for estate planning purposes, allowing individuals to control the distribution of their assets after they pass …

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Recent Posts

  • Can I restrict foreign investment exposure within estate assets?
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