Final Distributions: How to Close a California Trust Administration
The family home has been sold, the brokerage accounts have been liquidated, and the money is sitting in the ...
PRACTICE AREA
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Taxes During a California Trust Administration: What the Trustee Needs to Know
When someone dies with a living trust, the successor trustee has plenty to do. There are assets to collect, ...
Can a California Successor Trustee Be Personally Liable?
Your mom has died, and you're the successor trustee of her living trust. Your brother and sister are the other ...
Can a Beneficiary Force a Trustee to Make a Distribution?
You are a beneficiary of your mom's living trust. The house has been sold, the investment accounts have been ...
How Long Does a Trustee Have to Distribute Assets in California?
Your mom died three months ago. She had a living trust. You and your siblings are the beneficiaries. So ...
What Are a Beneficiary’s Rights in a California Trust Administration?
You just found out you are a beneficiary of a living trust. That’s bad news and good news. The bad news is it ...
Can a Trustee Make Partial Distributions?
In a typical trust administration, the family home is sold, the brokerage accounts are liquidated, and all the ...
How to Prepare a California Trust Accounting
As the successor trustee in a trust administration, one of your most important tasks is to create and maintain ...
What to Do With the Family Home in a California Trust Administration
In California, the family home will go through probate unless it is in a living trust. As a result, people ...