Do I need an appraisal when funding a sub-trust?
While it may be tempting to skip over the appraisal when facing extensive tasks during a trust administration, it is important to have an appraisal when funding a sub-trust! Read more here!
Articles about Trustee Duties
Three Options for Distributing Trust Assets to Beneficiaries
Creating an estate plan requires decisions to be made about Orange County trust distributions. View here for an overview of the three most common options.
Choosing an Attorney to Help You Implement an Estate Plan
An attorney can ensure taking all the necessary steps to help you implement an estate plan according to the terms of the documents and California law.
Who Controls IRA Distribution Options?
Who Controls IRA Distribution Options Explained By Orange County Estate Planning Attorney James F. Roberts
Five Ways to Determine When Living Trust Fees Are Paid
It may seem to be common sense that a trustee must pay the expenses of a living trust or estate. Read on for more information about trust fees.
What to Expect When an Estate Is a Defendant in a Civil Lawsuit
What happens if you are a personal representative and find the estate is a defendant in a civil lawsuit? Contact an attorney to talk about the next step.