Six Steps for Dealing With Loans During California Estate Administration
Administering an estate in Orange County that involves dealing with loans to a beneficiary has unique complexities. Consider taking these six actions during administration.
Articles about Administer a Trust
Skilled Trustee Beware of Duties: Implementing A Trusts
Will trustees with specific skills be held to a higher standard? Trustee beware of your Duties . View here for more from an Orange County trust attorney.
Smooth Sailing: Tips for Efficient Trust Administration
A efficient trust administration comes when conflicts are kept to a minimum. Learn nine tips to help ensure a smooth trust administration.
Six Income Tax Deductions Every Trustee Should Keep in Mind
Trustees must complete and file income tax returns for the trust for each tax year. There are certain income tax deductions that are permissible to offset such income.
Three Things to Consider Before You Decide Whether to Be the Executor of an Estate
Don’t decide whether to be the executor of someone’s estate until you consider these three things, so that you can make an informed decision.
Should I hire an estate planning lawyer to create a special needs trust?
If you are looking to create a special needs trust in California, you likely have a loved one who is disabled or mentally incapacitated.