It is an honor and great responsibility to be charged with administering a trust. Let The Katje Law Group take some of the pressure off you to make the right decisions in investing, distributing, and executing the trust. Our Orange, CA trust administration lawyer is knowledgeable of all aspects of estate planning law and can support you with resolving issues, drafting legal documents, and more. Call now to schedule a consultation.
What A Trust Administration Lawyer Does
Your role as a trustee involves an explicit understanding of the trust, following the instructions for managing the trust, and ensuring beneficiaries get their deserved distributions. Our trust administration lawyer advises you on how to complete your duties legally and in alignment with the trust agreement. Here are some ways our attorneys can help you:
- Explain California state laws
- Carefully review the details of the trust and your duties
- Tax and record compliance
- Drafting and enforcing legal documents related to the trust
Ultimately, our trust administration lawyer aims to protect you as the trustee from personal liability.
Why Retaining A Trust Administration Lawyer Is Important
Beneficiaries and creditors may challenge your position as trustee if they do not feel like you are carrying out your duties properly. We advise on best practices and do our best to shield you from violating instructions in the trust that could make you vulnerable to litigation. If legal action is pursued, we are prepared to represent you at trial and negotiate a resolution.
Our Orange trust administration lawyer will point out potential issues with the trust or how it is being executed and recommend how to proceed to prevent disputes. Some ways that we can make the trust administration process as smooth as possible include:
- Helping you issue distributions in accordance with the trust instructions
- Advise investment opportunities
- Evaluate possibilities for limiting taxation
- Managing the trust in ways that abide by California state laws
In addition to representing trustees, our trust administration lawyer also advises beneficiaries. Learn what to expect to benefit from and how to make sure that your rights are upheld. If you believe the trustee is not completing their duties satisfactorily, is violating the terms of the agreement, or is not acting in the best interests of the beneficiaries, retain our counsel. We can help you:
- Gain a better understanding of the trust agreement
- Initiate litigation
- Determine whether the trustee is managing the trust correctly and following all state laws
- Keep you informed of how the trust is being administered by the trustee
Setting up a trust is an effective estate planning strategy. However, this tool is only beneficial if it is managed correctly. Get help interpreting the trust and recommendations for acting as a fair trustee by calling The Katje Law Group today. Our Orange trust administration lawyer has two decades of combined experience in estate law. Meet with us and learn how you can benefit from our reputation of excellence in providing smart, sensible, and cost-effective legal solutions for our clients.
Call For A Case Evaluation
(714) 881-5200
