Trust and Estate Administration

We handle trust and estate administration, as well as probate and estate administration.

California Trust Administration:

• Administering a single-person trust after the settlor’s death

• Administering a married settlor trust on the death of the first spouse

• Court proceedings

• Estate tax returns, Form 706

• Gift tax returns, Form 709

• Trust administration

• Beneficiary and creditor’s rights against the trust

Probate Practice

We handle the settling of a decedent’s affairs.

• Petition for probate, Letters Testamentary

• Nonresident heirs and beneficiaries

• Creditor’s claims

• Distributions

• Sales of estate property

• Inventory and appraisal

• Will contests

• Other matters

California Trust and Probate Litigation

We handle disputes involving trusts and estates.