What Happens to an Irrevocable Trust When the Grantor Dies?
Irrevocable trusts offer attractive benefits from tax avoidance to caring for a child with special needs. But after the trust […]
Trust Administration
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
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