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 Administer a Trust
Before Pursuing Arbitration for a Trust Dispute, Weigh the Pros and Cons
Sometimes you must consider Arbitration for a Trust Dispute, know what that entails and what that means for your situation by talking with an estate planning attorney today.
Why do I need an asset valuation when administering a trust or estate in California?
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.
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