Professional Support For Trust Administration
When the creator of a trust passes away, the trustee will likely encounter several challenges as they administer the trust. Because trust administration is a complex area of law, trustees can work alongside a skilled attorney to ensure that they fulfill their role properly.
At Frisella Neilson, APC, our lawyers are experienced in trust administration and estate law in California. We frequently assist trust administrators with their duties. As a trustee, you can expect our firm to remain attentive to both the terms of the trust as well as probate law.
Trustees Face Complicated Issues
Many trustees do not have prior experience in trust administration. Furthermore, trustees may experience grief related to the loss of their loved one. Therefore, it is generally advisable to rely on professional legal guidance if you are a trustee.
Before you can distribute trust assets to its beneficiaries, you will need to address several administrative matters such as:
- Maintaining and protecting trust assets
- Retaining records of the assets, income and transactions
- Notifying beneficiaries
- Settling necessary debts
- Paying trust taxes and filing a tax return
Frisella Neilson, APC, provides comprehensive guidance for trust administration. In addition, we can represent trustees in probate court and litigation. Our extensive experience in trust law allows trustees to move forward with confidence.
Ensure Effective Administration
Trust administration is a serious legal obligation. As a trustee, it is critical to protect the assets that were entrusted to you. Based in San Diego, Frisella Neilson, APC, has the knowledge to help you with records, complex assets, creditors and beneficiaries. For a consultation, call 866-334-2614 or email the firm.