Practicing Law in the following areas:
Trust Administration
When the creator or creators of
the Trust die, the Living Trust must be administered according to its
terms and provisions. Trust Administration involves appraising trust
assets, filing income tax returns, estate tax returns, paying bills,
giving notice to beneficiaries, providing for minor children,
contacting banks and investment companies and allocating the Trust
assets among the named beneficiaries either outright or in
trust.
Unlike a court supervised probate proceeding, Trust Administration
requires the successor Trustee to manage trust assets and deal directly
with Trust beneficiaries in accordance with California law.
Trust Administration may also include controversies which
could subject your Trust to court supervision.
For further questions please e-mail info@barbarabergstein.com.
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