At Katje Law Group, it is an honor to be given the task of helping administer a trust. We know that many people feel overwhelmed at having to make the right decisions regarding distributing, investing, and executing a trust. Our Irvine, CA trust administration lawyer is knowledgeable in anything and everything estate planning related. We are informed about the laws and can assist you with resolving problems, creating legal documents, and more. Attorney September Katje, Esq. is happy to help you over a consultation appointment. She takes seriously her role in being a source of legal wisdom for those in need of guidance. Let her oversee how your estate is handled so that your legacy and future is protected.
How We Help With Trust Administration
As a trustee, our trust administration attorney knows it is your duty to follow the instructions in the trust and ensure that chosen beneficiaries receive their distributions. We can make recommendations on how to perform your duties in accordance with the trust agreement and by law. Our trust administration attorney can assist you by reviewing California state laws, reading the details of the trust and your responsibilities, confirming tax and record compliance, and drafting or enforcing legal trust documentation. It is our goal to protect you as the trustee so you fulfill your duties while preventing personal liability.
We can represent trustees along with being a source of support to beneficiaries. Our trust administration attorney can tell you what you can expect with your duties as a trustee, or what to anticipate as a beneficiary of an estate. If a trustee does not perform their tasks with integrity and as instructed, they could be found in violation or not acting in the best interest of the estate and beneficiaries. If you believe a trustee has not been acting in good faith when administering a trust, contact us right away. Our Irvine trust administration lawyer can help you with:
Getting a more thorough understanding of the trust agreement
Assessing if the trustee has been following the trust correctly and abiding by all state laws
Keeping you informed about how the trust is being administered by the trustee
Initiating litigation or a submitting a complaint regarding the estate
Establishing a trust or other estate planning tools so that your estate is protected
Katje Law Group
Setting up your trust or using other estate planning tools is an impactful way to protect your assets and plan for the future. Our Irvine trust administration lawyer understands that your family and legacy are important to you. Attorney September Katje, Esq. earned her Juris Doctorate at California Western School of Law. Among her many distinguishments, she graduated Cum Laude, Dean’s Honor List recipient, and was awarded the American Jurisprudence Award in Contracts I and Contracts II. She has been a member of the Law Review and International Law Journal at California Western School Law, as an Associate Editor. When you meet with her at Katje Law Group, you can rely on receiving sensible and effective legal solutions.
Call For A Case Evaluation
(714) 881-5200
