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Point Loma Trust Administration

How Do You Prove Undue Influence in a Trust?

April 27, 2025 by admin

What is Undue Influence? Undue influence occurs when someone uses their position of power or authority to coerce another person …

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How Do Trustees Locate Missing Assets?

April 27, 2025 by admin

What is a Trustee’s Responsibility Regarding Trust Assets? A trustee has a fiduciary duty to act in the best interests …

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How Can a Trust Be Amended During Administration?

April 27, 2025 by admin

Trusts are powerful legal tools designed to manage and distribute assets according to the grantor’s wishes. While a trust typically …

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How Are Successor Trustees Named?

April 27, 2025 by admin

What Is a Trust, Anyway? A trust is a legal arrangement where one party (the grantor) transfers assets to another …

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  • John and Maria, a vibrant couple residing in the heart of San Diego’s 92103 zip code, always believed they had ample time to address estate planning. They were in their early forties, healthy, and focused on building their careers and raising their two young children. However, a sudden, unforeseen medical emergency shattered that illusion of invincibility, revealing a critical oversight that could have had devastating financial and emotional consequences for their family.

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