When a person creates a trust, they name a trustee to oversee after they pass away. The trustee can be a relative, friend, loved one, or even a legal professional. If you need to name a trustee to oversee the distribution of your assets or need help administering a trust, call on the Law Offices of David A. Shapiro, P.C. Our lead attorney is board certified in trust law and knows how to handle all types of complex trusts. As a trustee, you likely are dealing with many emotional challenges after the loss of a loved one or relative.
Our Los Angeles trust attorney is here to provide the support and guidance you need to efficiently administer a trust. We can utilize our legal experience and insight to help you understand each step of the administration process.
Give our firm a call today if you would like to set up a free evaluation.
The Trust Administration Process
Attorney Shapiro can begin by inventorying all of the assets and property included in the trust. The title/ownership of each asset will need to be determined, including the monetary value of each asset. It is crucial that proper valuation occurs so the items are handled correctly.
The following are examples of items that may be included in a trust:
- Real estate
- Stock portfolios
- Valuable art collections
- Jewelry or family heirlooms
It is important that the trust administrator get the accurate value of each of these items before anything is distributed to heirs or beneficiaries. We can work with you to determine which assets are included in the trust and which assets are simply part of the estate.
Our firm's lawyer can help you ensure proper accounting of all assets involved. He can also make sure that that beneficiaries are notified in a timely manner. Once valuation is complete and other details squared away, our lawyer can begin to distribute property and assets to the correct beneficiaries.
Call Our Certified Trust Lawyer in Los Angeles
If there are numerous and varying items in a trust, the administration process can be very complicated, requiring counsel from a qualified trust administration attorney. Handling a trust incorrectly can lead to serious financial and legal consequences. The good news is that our trust litigation firm is here to provide the representation and guidance you need.
Give us a call today if you would like to discuss your trust administration needs.
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