Updates
Trust decanting is the process of transferring assets from one trust (the “original trust”) to a new or existing trust (the “second trust”) with modified terms that better serve the interests of the beneficiaries. Under the California Trust Decanting Act, trustees can decant a trust without court approval or beneficiary consent, as long as the action aligns with their fiduciary duty and applicable state laws.
It was a rainy day, but we hosted a heartwarming Valentine’s Party for our clients.
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Reporting back from our first resource fair, plus big upcoming changes in SSI.
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JLA Trust is approaching a milestone of enrolling 200 clients in their affordable and life-changing pooled special needs trusts.
We’re hosting a resource fair! Plus, check out our upcoming webinars.
With more workers than ever doubling as caregivers, nonprofits must find new, caring ways to support them in the workplace.
We’re thrilled to announce the launch of our website’s full Spanish language website!