As part of the trust administration process, the administrator of an estate should obtain an asset valuation for the estate or trust property. Get an experienced attorney to help you complete all the needed tasks trustees face.
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.
Who Controls IRA Distribution Options Explained By Orange County Estate Planning Attorney James F. Roberts
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.
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.
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.
