Personal Finance Writer Warns of Responsibilities of Executors
Many people accept appointment as executor without understanding the magnitude of responsibilities of executors. Read more about what you should know here!
Articles about Trustee Duties
Know the 7 Types of Debt that May Arise During an Estate Administration
Know the 7 Types of Debt that May Arise During an Estate Administration. We encourage you to contact us today at 714-282-7488.
Three Questions About Rendering an Orange County Trust Accounting
Wondering why you need an accounting and what you need to prepare for an Orange County trust? View here for a detailed overview of these questions.
How to Be a Successful Trustee
What does it mean to be a successful trustee? We know you want to do things right, and we can help you with all the things you need to know. Contact us today to set up an appointment to get on the right track.
As trustee, do I need an attorney to help me fund a sub-trust?
As trustee, do I need an attorney to help me fund a sub-trust? In most cases, the answer is yes, trustees should seek guidance from an experienced attorney when it comes to the administration of a trust involving sub-trusts.
Trustees of Special Needs Trusts Should Obtain HIPAA Releases During Administration
During the administration of a special needs trust, the trustee has many responsibilities. In order to make the administration process easier on the trustee, it is important to obtain HIPAA releases before making payment to these health care providers.