California Trust Administration Lawyers
The Law Offices of Gerald L. Kane is committed to assisting Southern California families with trust and living trust administration. We focus on the efficient administration of trusts for our clients. We handle trust tax returns, trust management, and protection of assets. We also assist with regular documentation when the trust is under the court's authority.
If you need the assistance of a trust administration attorney, contact our Encino law offices to arrange a no obligation initial consultation.
Benefits of Trusts
A trust has many benefits. For a single person, a trust avoids probate and avoids the need for a conservatorship in case the person is incapacitated. For married people, a trust can the above benefits, and can reduce the estate taxes in their estate as well. Further, a trust can be administered quickly. A trust can be administered within weeks, whereas probate can take 12-18 months, and in certain cases, longer.
Your Trust: The Complications
The administration of a trust can prove to be extremely complicated. Attorney Gerald Kane has helped many California families over the years by administering them according to the trust documents and, with joint tenancy assets, retitling them in the name of the surviving joint tenant. We also help beneficiaries obtain IRA and insurance annuities and other assets to which they may be entitled. Hopefully will not our need services for many years. We will ensure smooth administration of trusts for your heirs. Our team will make the process easy as possible for you and your family.
Our trust and estate administration service calls for us to work with clients and others, like executors, trustees, and guardians authorized to carry out matters related to holdings and estates.
Our Services
We can accomplish the following variety of duties without unnecessary delay and with utmost respect for your personal privacy and your family relationships.
- Identification, collection, and determination of values of assets
- Payment of all debts, expenses, and taxes from estate and trust assets; and submission of regular accountings
- Advice as to disposition of jointly held assets, life insurance, and retirement benefits that pass outside a will or trust
- Preparation of state and federal, gift, generation-skipping transfer, and gift tax returns
- Notifying all heirs and beneficiaries of the trust
- Communicating with beneficiaries
No matter how complex the trust administration process may be, our experienced, skilled estate planning lawyer will be there to guide you every step of the way. We maintain constant contact with you and your family to keep you up-to-date on every development.
818-905-6088
That's the Encino phone number at which our estate planning law offices can be reached for the setting of your complimentary no obligation initial consultation with Law Offices of Gerald L. Kane. We return after-hours calls promptly and are available via fax and e-mail. Weeknight or Saturday appointments are possible also.
Contact our experienced, skilled trust administration team today. We've been serving Los Angeles County and the San Fernando Valley for more than 15 years.
