Four Issues Trustees Should Consider as They Fund Sub-Trusts
When the creator of a trust dies, the successor trustee may need to fund sub-trusts. It is important to address important considerations relating to funding.
Articles about Administer a Trust
Five Key Players During a Trust or Estate Administration
Five key players during a trust or estate administration. Are you gearing up to implement the estate plan of your recently deceased loved one? If so, it is important to have a clear understanding of the parties that you will be working with. The following is an...Implementing an Orange County Estate: Testamentary vs. Living Trusts
Implementing an estate plan that has a living trust and a testamentary trust may be confusing. View here for more from an Orange County trust attorney.
Implementing an Orange County Estate? Make Sure Minors Have Guardians
In charge of administering a trust or estate? It is your responsibility to ensure that minors do not receive property outright without a guardian.
What to Expect From a Corporate Trustee on Administering a CA Trust
When implementing a trust, a corporate trustee may be involved. View here for an overview of what to expect from the trustee by an Anaheim trust attorney.
Implementing an Estate Plan: Family Meeting When a Loved One Struggles
When your parents can no longer take care of their finances, consider holding a family meeting. View here for more from an Anaheim trust attorney.