Trust Administration

You've been appointed trustee...what now?

Trust Administration

You've been appointed trustee...what now?

The job of a trustee is filled with countless ongoing duties and responsibilities. In fact, there are professionals who dedicate their entire careers to acting as trustee, charged with the management and safekeeping of property for the benefit of others. Navigating through not only the legal language of a trust, but California Trust law that dictates administrative procedure can be a daunting task. A layperson who finds himself or herself named as the trustee of a trust is likely unaware of the many tasks required to dutifully carry out the administration. When it comes to administering a trust, the old adage rings true - “You don’t know, what you don’t know.”


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DB Squared Law has extensive experience in advising trustees through both simple trust administrations and those that are complex in nature, including contested administrations. We work alongside trustees who seek guidance specific to the circumstances of the trust they are charged with administering. At DB Squared Law we do know what you don’t know, and we are here to help.   

Services


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Estate Planning

Everyone has an estate, let us help you get yours squared away
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Trust Administration

You've been appointed trustee. What now?
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Probate and Trust Litigation

When court is unavoidable, we are here to lighten your burden and fight for you
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Business Law

Specialized planning for the Small Business Owner
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Asset Protection

Should you consider asset protection tools in your Estate Plan?