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Point Loma Trust Administration

What is Trust Accounting Software?

April 27, 2025 by admin

Trust accounting software is a specialized tool designed to streamline the complex financial management involved in administering trusts. It acts …

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What is the Duty of Loyalty in Trust Administration?

April 27, 2025 by admin

The duty of loyalty is a cornerstone principle in trust administration, demanding unwavering allegiance from the trustee to the beneficiaries …

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What Is Judicial Reformation Of A Trust?

April 27, 2025 by admin

Judicial reformation of a trust is a legal process that allows a court to modify the terms of an existing …

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What Is An Irrevocable Life Insurance Trust?

April 27, 2025 by admin

An irrevocable life insurance trust (ILIT) is a specialized legal entity designed to hold life insurance policies while providing significant …

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  • Point Loma Trusts
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Recent Posts

  • Can I set a ceiling for how much any one beneficiary may receive?
  • Can I Sell My Business into My Trust?
  • Can I schedule evaluations for beneficiaries’ personal development plans?

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