a

Facebook

Twitter

Google +

LinkedIn

Yelp

YouTube

Copyright 2017
All Rights Reserved.

8:00am - 5:00pm

Our Hours

714-384-6580

Call Us

Facebook

Twitter

Search
Menu
 

trust administration Tag

Is An Attorney Necessary For Trust Administration If Everyone Agrees?

It is common for people to feel that if they have a revocable living trust, they will not need an attorney during trust administration since the trust will tell them everything they need to do with the assets, especially when all of the beneficiaries agree how assets are to be divided.  In my experience, this is rarely true.  Here you will find some of the pitfalls of attempting trust administration without the help of a competent estate tax attorney. Notification Often the successor trustee (person responsible for administering a trust after the death of the trust makers) thinks the trust document will...

Continue reading
X