Trust Administration

Walnut Creek Trust Administration Attorney

Trust Administration Services in Contra Costa County

Have you recently lost a loved one and are now the successor Trustee responsible for handling their estate?

The Trust Administration process can be overwhelming. Trustees have a legal responsibility as well as a fiduciary duty to act in the best interest of all beneficiaries when making decisions. We can help you navigate through the process from beginning to end.

Some of the steps involved in Trust Administration:

Completing and filing forms and notifications with state and federal agencies
Get Tax ID number for trust
Valuing assets
Evaluating potential tax consequences, providing advise
Pay off any creditors
Managing retirement accounts
Retitling assets, as needed
Funding sub-trusts
FINALLY, transfer assets to beneficiaries

Peace of mind comes from working with a knowledgeable and experienced team. Feldman Law Group can assist you in the important and difficult tasks required to accomplish Trust Administration while minimizing your personal liability.

If you would like help from someone with more than 35 years of experience in these matters, reach out to Feldman Law Group online or call (925) 208-4543 and ask how you can get Attorney Aaron Feldman’s assistance today.

Consequences of Not Creating a Will
Feldman Law Group successfully defended their client’s estate at a trial in Solano County Superior Court. The case ultimately se
Denial of Imposed Conservatorship
Aaron Feldman successfully defeated an attempt by the client’s sister to impose conservatorship over their mother and instead had his client named conservator.
Established Third Party Beneficiaries
Attorney Feldman successfully appealed to a lower court on behalf of former employees who were suing to enforce compensation provisions contained in the sale agreement of an HP subsidiary.
Limited Conservatorship
Feldman Law Group filed an emergency petition for a temporary conservatorship which was granted. This gave the parents peace of mind while the permanent petition was pending.
Petition for a Trustee
Feldman Law Group investigated a defective trust that was prepared by a notorious trust mill and successfully petitioned for the niece to be appointed as trustee.
Successful Conservatorship
Feldman Law Group successfully handled a conservatorship for a former client who had originally only downloaded a financial Power of Attorney off the internet.

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