What is an Income Beneficiary?
An income beneficiary, in the context of a trust, is an individual or entity designated to receive the income generated …
Point Loma Trusts
What is a Trustee Accounting?
Trustee accounting is a critical aspect of trust administration, ensuring transparency and accountability in managing assets for beneficiaries. It involves …
What is a Testamentary Trust?
A testamentary trust is a legal arrangement where assets are held and managed by a trustee for the benefit of …
What Is a Special Needs Trust?
A special needs trust (SNT) is a legal instrument designed to hold assets for the benefit of an individual with …