When is an Estate Tax Return Required?
When a loved one dies, their estate must be administered by the trustee of their trust or the executor of […]
Trust Administration
Can Co-Trustees Act Independently in California?
Whether you’re considering naming two or more individuals as co-trustees in your estate plan or have been named as a
Are Trust Distributions Taxable?
When a trust settlor passes away, the successor trustee will ultimately distribute the trust assets to the trust beneficiaries. Many
Options for Inheriting a House with Siblings
When multiple siblings inherit a house, such as a family home or vacation home, during a trust or estate administration,
What Is a Will vs. Trust?
A will handles post-death wishes through probate, while a trust manages assets during and after your life privately. We believe
What Happens If a Beneficiary Refuses to Sign a Release?
At the end of a trust administration, the trustee typically sends an account and report of the trustee’s activities which
Can a Beneficiary Live in a Trust Property?
When a person creates a revocable living trust, their home is often the most valuable asset in the trust. After
How Long After a Person Dies Will Beneficiaries Be Notified?
When a loved one passes away and you believe they left you an inheritance, you may wonder when and how
What’s the Difference Between an Heir and a Beneficiary?
The terms “heir” and “beneficiary” are sometimes used interchangeably in estate planning discussions. While both terms refer to people who
What Are Children’s Rights After Their Parents’ Death?
If you recently lost your parents, you may be grieving while also wondering what your rights are regarding California inheritance