Six Common Assets That Must Be Managed by a Successor Trustee
Assets Managed by a Successor Trustee should be handled properly. If you’re unsure what instructions to include in your estate plan talk with a lawyer today
Articles about Administer a Trust
Trustees Must Provide Notice of Trust Administration to These Five Parties
At the very beginning of a trust administration, the trustee must provide notice of trust administration to certain parties.
I am a trustee and the creator of the trust died. How soon do I need to take action?
If you are a trustee and the creator of the trust died you need to take action soon. Contact us if you need help in administering the trust.
What to Do If a House Is Part of the Trust
Being a trustee when a house is part of the trust means taking on more responsibilities. Talk with an attorney to get help taking care of trust.
What happens if a trustee fails to file an income tax return for a trust?
Of all the tasks that trustees are faced with during a trust administration, filing an income tax return for a trust is one of the most important.
Trustees: Consider a Section 17200 Petition for Help With Unresolved Issues
Section 17200 Petitions are an example—they allow trustees and beneficiaries to petition the court concerning the internal affairs of the trust administration.