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.