Retirement accounts may be subject to federal income tax liabilities during an estate or trust administration. Beneficiaries must be made aware of this.
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Personal representatives may have many different types of tax liabilities during an administration. View here for more from a probate attorney in San Diego.
The duties of a trustee are many, and the expectations of beneficiaries are high. Order our free book on California probate and trust administration.
Selling real estate is an important aspect of probate administration. View here for six facts about selling real estate from a Riverside estate attorney.
Minors who have a guardian during an estate administration may at some point no longer need it. Certain individuals can request the end of the guardianship.
According to California Probate law, executors, administrators, guardians, conservators, and trustees are considered a fiduciary having a standard of care.
Responsibilities during an estate administration are divided between an executor and a trustee. Click here for more info on executor vs. trustee.
Trustees face potential liability for any wrongdoing. For this reason, it is crucial for trustees to understand the standard of proof against them.