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.
Articles about Administer a Trust
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.
As trustee, do I need an attorney to help me fund a sub-trust? In most cases, the answer is yes, trustees should seek guidance from an experienced attorney when it comes to the administration of a trust involving sub-trusts.
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.
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.
Trust funding is important because many of the benefits that are provided by using a trust are not accomplished unless the assets are actually moved into the trust before the creator passes away. This often means the trustee is responsible for funding the sub-trusts.