California Trustee Beneficiaries Attorney
Experienced Counsel for Trust Administration
Serving Irvine, California, and Orange County
Legal matters surrounding the loss of a loved one can be complex and emotionally draining. Dealing with these issues can be difficult, especially with so many other matters to tend to. Having a caring attorney to turn to for estate administration assistance can be incredibly beneficial during difficult times.
At Alan L. Darnell, Inc., we have assisted many clients with trust administration. Our service is tailored to your family's specific needs and concerns. If you have lost a loved one and require answers to your trust administration questions, we can help. Contact our office online, call 949-467-9216 or toll free at 1-866-935-7521 to schedule a free consultation.
Compassionate Trust Representation
Trust administration is similar to probate proceedings, but may be more complex. Following the death of a loved one, heirs and beneficiaries must be notified within 60 days, and have 120 days to challenge the trust if disputes arise.
In cases involving an estate plan, our attorney will offer guidance to the estate's executor and assist with the following issues:
- Payment of debt
- Tax preparation
- Marshalling of assets
- Distribution of assets to beneficiaries and charities
We recommend that the trustee file a request for approval from the court to make distributions to the beneficiaries of the trust in order to avoid future problems, such as allegations of self-dealing from a disgruntled family member. After court approval is gained, distributions are made and the trust is typically terminated.
Depending on who the beneficiaries are, we offer detailed advice to the trustee on the pros and cons of getting court approval, which could prevent a lawsuit over how the trust was administered.
Contact our office to schedule a free consultation with a lawyer to learn how we can assist during your trust administration.