How is Trust Property Transferred to Beneficiaries?
Trusts are powerful legal tools that allow individuals to manage and distribute their assets according to their wishes, even after …
Point Loma Trusts
How is a Private Trust Company Structured?
What is a Private Trust Company (PTC)? A Private Trust Company, or PTC, is a unique legal entity specifically designed …
How Does A Trustee Manage Investment Accounts?
As a trust attorney in San Diego, I’m often asked about the responsibilities of a trustee, particularly when it comes …
How Does a Pour-Over Will Work With a Trust?
What is a Pour-Over Will and Why Would I Need One? A pour-over will is a specialized legal document designed …