Trusts can be a very beneficial tool for those who wish to pass on their assets to beneficiaries while avoiding probate court. When done properly, trust administration can be an entirely private matter not subject to court scrutiny. While you are alive and in good health, ordinarily, you will be the trustee of your own trust. You will designate a successor to act as successor trustee on your death. This trustee will be responsible for gathering your assets, filing tax returns, paying bills, and ultimately distributing your property pursuant to the terms of your trust.
Sometime, the selection of a successor trustee is obvious. One of your children is an accountant and very good with organizational skills and financial planning. Other times, it is difficult to trust someone with your assets (as well as your children's well-being in some cases). Searching for an attorney for trust administration in Orange County, CA? I can help you make an informed decision regarding the best choice to serve as successor trustee of your trust.
Looking for a lawyer for a trust administration case in Orange County? If you are presently acting as a trustee, I can help you meet your legal obligations under the trust agreement. As a trustee, you have fiduciary duties to the beneficiaries of the trust to act in their best interest. I can go over your obligations and ensure that you are acting properly in the administration of the trust.
It is important for you to obtain legal guidance in administering a trust, whether you are currently acting as trustee, or you are a successor trustee who has been assigned to distribute your loved one's estate. Need a lawyer for trust administration in Orange County, CA? I have over 12 years of experience in estate planning law, and I have a long history of successfully assisting the residents of Orange County, California. Your situation is important to me; I understand that you may have undergone a significant loss in your life. You can be sure that if you choose to work with me, I can work to alleviate you of unnecessary burdens so that you are free to grieve and to continue with your life.
If you would like to learn more about trust administration, contact an Orange County estate planning attorney from my Finlay Law Group, APC today by calling (888) 896-9350!