Trust Administration

Benefits of Trust Administration

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What is Trust Administration?

What is Trust Administration?

After the death of the trustor (who created a trust), certain steps must be taken to comply with state law to preserve the federal estate tax exclusion amount and to change title to assets.

This is called “Trust Administration,” and the complexity of the administration depends on the number and type of assets, their total value, and if the trust includes tax planning provisions.

Legal Accountability & Responsibilities

Legal Accountability & Responsibilities

As the executor, administrator, or personal representative of a loved one’s estate or Successor Trustee of a family or other trust, you want an experienced Trust Administration attorney to guide you. You want someone who understands the law and legal process and has worked closely with others in similar situations to help them protect their own interests and the interests of an estate or trust.

We Can Assist With The Following...

We Can Assist With The Following...

  • Notify creditors or other interested parties
  • Valuation of estate assets (if necessary)
  • Prepare inventory of estate property
  • Pay final debts or obligations of the estate
  • File required estate or inheritance tax returns
  • Orderly distribute estate property per the will
  • Close the estate

Trust Administration Attorneys

California Trust Administration Attorney

At Hart, Mieras & Morris, we represent clients throughout the United States and in particular Southern California, with offices in Arcadia, Burbank, Los Angeles, Glendora, Irvine, Temecula, Valencia, Whittier, and Woodland Hills. For a confidential consultation, contact us contact@hmmlegal.com or call our main office at 626-445-1212 (toll-free at 1-800-529-5570) to set up an appointment.