Law offices of Gerald L. Kane | A Life Care Planning & Elder Law Firm

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Helping You Protect Your Loved Ones And Your Legacy

Skilled Assistance In Trust Administration

It’s no secret that both settlors and beneficiaries gain from a well-designed trust. For trustees without the requisite knowledge, however, it can be difficult to ensure that beneficiaries do reap the benefits of this legal instrument. Failing to properly administer a trust can have costly consequences for all parties involved.

Administering a trust can be notoriously complicated in California, which is why many individuals have turned to the Law Offices of Gerald L. Kane for counsel and support throughout this laborious process. Our firm is led by Gerry Kane, a certified specialist in estate planning, trust and probate law. Attorney Kane has the skills you need and the client-centered focus you deserve to assist you with all of your administrative duties.

What To Know About Trusts

Navigating the state’s probate process can be overwhelming and expensive. Assets and property held in a trust can be distributed without costly and time-intensive court supervision. Avoiding probate can help beneficiaries keep the terms of their inheritance private and limit court fees.

Of course, a trust needs to be created, funded and administered correctly in order to realize these benefits. Unfortunately, there are many opportunities for errors in this process if you attempt to complete these tasks without the help of a skilled legal professional.

How We Can Help

Attorney Kane is intimately familiar with the trust creation and administration process. As an experienced estate planning and trust lawyer, he identifies the appropriate legal solutions for his clients’ needs and concerns. Using his substantial understanding, he helps clients administer trusts and living trusts efficiently, saving clients time and money.

Attorney Kane regularly assists trustees with tasks that include:

  • Handling trust tax returns for state and federal taxes, gift taxes, generation-skipping transfer taxes and other relevant taxes
  • Paying taxes from trust and estate assets
  • Paying debts and expenses incurred by the trust
  • Submitting accountings
  • Identifying, collecting, protecting and providing the valuation of assets
  • Maintaining trust documentation for trusts that are under the court’s authority
  • Communicating with heirs and beneficiaries

At the Law Offices of Gerald L. Kane, our legal team has worked hard to earn a reputation for providing client-centered services. Whether you are a trustee, a beneficiary or another invested party, we will do our best to keep you up to date on the trust administration process. Throughout Southern California, we are known for our accessibility and our approachability. You should expect nothing less when you are confronting this complicated matter.

Do You Have Concerns About Trust Administration? Talk To Us.

We offer free, no-obligation consultations because we want to help you fulfill your obligations and lessen your stress. You can reach our Encino office at 818-905-6080 or by completing our online form.