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.
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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.
Estate administrators have many responsibilities. One such responsibility is to clearly understand the rules for filing estate tax returns.
Serving as a trustee of your loved one’s trust may feel overwhelming for those who have never administered a trust in the past. . This is especially true when multiple trustees are serving simultaneously therefore it is important to understand some co-trustee rules first.
A trust’s no-contest clause is not triggered by a challenge to handwritten notes on the face of the trust
Estate tax repeal may require surviving spouses to sue their own trusts to get their rightful share of their own property
Trustee-beneficiary relationship may extend statute of limitations
Riverside County has issued new local rules for filing probate, will contest, and trust litigation cases.
San Diego probate lawyer explains what to do when the trustee will not give you a copy of the trust. You can get a copy of the trust no matter what they say.
Riverside-based probate attorney Scott Grossman explains why people who do not prepare a will in California could make life difficult for their survivors.