How are Dynasty Trusts Administered?
What is a Dynasty Trust? A dynasty trust, sometimes referred to as a “generational trust,” is a powerful estate planning …
Point Loma Trust Administration
How are Charitable Bequests Handled?
What is a Charitable Bequest? A charitable bequest is a gift left to a qualified charity in your will or …
Can Trust Terms Be Reformed?
What is a Trust and How Does it Work? A trust is a legal entity that holds assets for the …
Can Omitted Assets Be Distributed Separately?
What Are Omitted Assets in a Trust? Omitted assets are assets that were not included in the trust document when …