How to Be a Successful Trustee
What does it mean to be a successful trustee? We know you want to do things right, and we can help you with all the things you need to know. Contact us today to set up an appointment to get on the right track.
Three Questions About Rendering an Orange County Trust Accounting
Wondering why you need an accounting and what you need to prepare for an Orange County trust? View here for a detailed overview of these questions.
Three Reasons You Should Call a Lawyer If You’ve Been Named Executor of an Estate
You have been named executor and want to serve as the executor of his estate and help settle his debts and distribute his assets according to the terms of his will, trusts, and other applicable estate documents. You should call an attorney to help you.
Trusts for Beneficiaries Dealing with Substance Abuse can be Beneficial
Families who have children who will be beneficiaries dealing with substance abuse problems may need the benefits of usng a trust.
Trustees of Special Needs Trusts Should Obtain HIPAA Releases During Administration
During the administration of a special needs trust, the trustee has many responsibilities. In order to make the administration process easier on the trustee, it is important to obtain HIPAA releases before making payment to these health care providers.