Distribution of Trust Assets to Your Loved Ones
Distribution of Trust Assets to Your Loved Ones.have any questions about your revocable living trust please call us at (714) 282-7488.
Articles about Distributions
Understanding Orange County Discretionary Distributions for Education
Under the terms of a living trust, a trustee may be directed to make discretionary distributions for education of trust assets. Read more here.
7 Steps for Distributing Trust Assets During a Trust Administration
The trustee faces potential liability if proper care is not taken distributing trust assets during a trust administration.
Trustees may be directed to make discretionary distributions for support.
Trustees may be directed to make discretionary distributions for support. View here for seven examples of permitted expenses that are considered “support.”
Required Minimum Distribution
Orange County Estate Planning Attorney Jim Roberts explains taking Your Required Minimum Distribution And What Happens If You Don’t Take It.
Estate Administrators Are Responsible for Paying the Bills
During the estate administration process, many expenses can arise. The administrators are responsible for making sure these bills get paid.