tax responsibilities of a California trustee. View here for more information from an Anaheim trust attorney.
Articles about Distributions
A pour-over will acts as a safety-net for some assets and transfers them into the living will to avoid probate. Talk to an attorney today.
Orange County Estate Planning Attorney Discusses Choosing IRA Distribution Method
Compensating trustees fairly is important to many people when creating their estate plan. There are several options for addressing Trustee fee provisions for your trust
Orange County Estate Planning Attorney James F. Roberts Discusses things to consider when creating and modifying your estate plan.
Negitives to Lump Sum Benefits Option for IRA Distribution by Orange County Estate Planning Attorney James F. Roberts