What Is a Trust Amendment?
A trust amendment is a legal document that modifies the terms of an existing trust. Think of it as a …
Point Loma Trust Administration
What is a Spendthrift Provision?
A spendthrift provision is a clause commonly included in trusts that restricts the beneficiary’s ability to freely access and spend …
What is a Revocable Trust?
A revocable trust is a legal arrangement where a grantor (the person creating the trust) transfers assets into a trust …
What Is a Notification By Trustee?
In the realm of trust administration, clear communication is paramount. A notification by trustee serves as a vital conduit for …