Personal representatives have many tax-related obligations during probate administration. Finding a CPA to help with these tasks may be beneficial.
Personal representatives must complete an Inventory and Appraisal form as part of the probate process. The mechanics of the process require attention to detail.
While the obligations of a personal representative or trustee are numerous during an estate or trust administration in San Diego, one of the most important duties is to file all necessary estate, gift, and income tax returns on behalf of the deceased, the trust, or the estate.
Ancillary probate proceedings are initiated when an individual passes away owning property in a different state. These proceedings are conducted under the probate laws in which the property existed.
Wondering what to do when facing the possibility of real estate foreclosure during a San Diego probate administration? View here for eight helpful tips.