Trustees Must Act According to Law, But There Are Limits on Their Obligations
Some beneficiaries assume their trustees obligations extend beyond the scope of what they actually cover. Just as it is important that trustees know their responsibilities, beneficiaries should also make an effort to understand what duties a trustee does not owe.
Estate Administrators Must Understand the Need for Property Appraisals
Estate administrators need to determine the actual value of the estate as a whole in order to complete the probate process. In California Probate Referees are appointed for property appraisals.
Probate | Probate Litigation | Trust Litigation |
Loved Ones Needing Help May Require the Assistance of a Probate Conservator
Estate administration responsibilities may arise if a loved one is unable to care for himself or manage his finances. You will need to be appointed probate conservator.
Trustees Must Learn the Ins and Outs of Crummey Trust Administration
In order to save on potential estate taxes after death trustees must learn the ins and outs of crummey trust administration. The administration of a trust does not always begin after your death or incapacity. As a trustee, your Crummey trust responsibilities begin much earlier.
Rules for Filing Estate Tax Returns In California
Estate administrators have many responsibilities. One such responsibility is to clearly understand the rules for filing estate tax returns.