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.
Articles about Administer a Trust
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.
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.
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...It’s All About the Benjamins: What to do With Bank Accounts During a Trust Administration
One of your first orders of business should be to take control of the Bank Accounts During a Trust Administration. contact our office for help.
Estate Administration Tasks After the Loss of Your Spouse
Estate administration tasks after the loss of your spouse.navigate this process alone. We are here to help feel free to contact us.