How to Learn More About Your Job as Trustee
Understanding what your job as trustee involves and how to complete the tasks required when you serve is important. We are here to help when you need it!
Articles about Administer a Trust
How to Resolve Trust Problems If You Are a Trustee
If you are a trustee dealing with trust problems with beneficiaries, you can protect yourself and the trust by doing the following.
I Am Administering a Trust Do I Have to Sell the Business Interest Held by the Trust?
When administering a trust, some trustees automatically assume that they must sell the business interest that is held in the trust.
As a trustee, am I legally responsible if something goes wrong with the trust administration?
Yes, as a trustee it is possible that you could be legally responsible if something goes wrong with the trust administration.
Trustee of a California Trust? Eight Potential Tax Issues to Be Wary of
Unfortunately, it is no different for the trustee or executor who must oversee the payment of estate, income, and other tax issues.
Trustee requirement under Probate Code 16061.7
Under probate code when a trust or a portion of a trust becomes irrevocable, the Trustee has a legal obligation to send notice. Find out more here.