Description
Many Californians create revocable living trusts so that their children or others can bypass the tedious probate court process. Although administering a trust outside of probate is generally less onerous, Trustees still have numerous duties which may be neglected without a proper understanding of California’s trust administration laws. It is critical that Trustees perform their role in accordance with both the law and the trust document to avoid any personal or fiduciary liability. At San Diego Probate Attorneys we counsel Trustees through the trust administration process to ensure that all legal requirements are met and the trust is administered accordingly.
A Trustee is responsible for administering the trust and distributing its assets in the most cost-effective and efficient manner possible. It takes some legal knowledge, financial management skills, and patience to manage trust assets, and professional support goes a long way. Trust administration can be complicated, posing numerous traps for the unwary.
How San Diego Probate Attorneys Can Help California’s Trustees
The attorneys at San Diego Probate Attorneys provide counsel and guidance in trust administration. Our trust attorneys help Trustees with:
Separating personal assets from trust assets;
Handling beneficiaries impartially;
Distributing gifts, assets, or inheritance impartially according to the trust or estate plan;
Managing debts, tax, expenses, and income sources;
Preventing a conflict of interest with the beneficiaries;
Contesting trust legalities; and
Handling trusts created under duress or via undue influence or coercion.
We also have the skills to resolve issues like trust document forgery, fiduciary duty breach, and lack of mental capacity to manage a trust.
The attorneys at San Diego Probate Attorneys ensure Trustees understand how to comply with California’s fiduciary and legal obligations and provide support for questions or concerns. They help Trustees administer trusts every step of the way. Contact Weiner Law today for trust administration services in San Diego CA.
San Diego Probate Attorneys
402 W Broadway Suite 400 - B
San Diego, CA 92101
(858) 333-8844
