Orange County Estate Planning Lawyer BlogAdministration of trusts and probate estates
Trust and Probate Administration
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TRUSTS-DUTY TO ACCOUNT TO BENEFICIARIES
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Trusts-Accounting-Personal Property Procedures
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YOU WILL NEED TO FUND YOUR LIVING TRUST
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TAX RETURNS TO FILE FOR REVOCABLE (LIVING) TRUSTS
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16 PITFALLS IN TRUST ADMINISTRATION
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TRUSTS-HOW TO PREPARE A FORMAL NON-COURT ACCOUNTING
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PROFESSIONAL FIDUCIARY AS TRUSTEE
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How to Transfer Bank Accounts into Your Living Trust
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HOW TO ACCESS CASH ON DEATH (CASH AVAILABILITY PLANNING)
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Protected: Trusts-duty to account to beneficiaries & types of accounting
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Trust accounting lawsuit/petition procedures
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INCOME TAX APPRAISALS TO ESTABLISH INCOME TAX BASIS ON DEATH OF PROPERTY OWNER-TRUSTOR
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INCOME TAX RETURNS TO FILE IN TYPICAL ESTATE OR TRUST SITUATION
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Trust Distributions (when do I get my money?)
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Personal Property and Jewelry Division Can Cause Irreconcilable Problems in an Estate
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Probate Counting of Pre-Death Transfers
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Probate Asset Inventory & Collecting
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Probate Debts & Taxes
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Does Everybody Have to Know About the Trust?
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Trust – Creditor Rights & Claims
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Trustee Fees
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Probate Court Litigation
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Is My Inheritance Taxable
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Inheritance Rights For Children
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Probate – Inheritance with Simultaneous Deaths
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Getting Money Out of a Trust
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Wills – Presumption of Fraud or Undue Influence Where Beneficiary is a Fiduciary or Care Giver
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Wills – No Contest Clauses
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Trust Administration Basics
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Allowing Some Children to Live in Mom’s House Messes Up Other Kids Inheritance
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Income Tax Basis Increase on Death of an Owner
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Reassess Property Tax on Death of an Owner
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Doctor Ran Off with His Nurse
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Wills – What if Your Spouse is Omitted ?
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Messy Litigation Story
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Trusts for Special Needs of Disabled Persons
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TRUSTS-BASIC INFORMATION
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Probate Administration Basics
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Probate Mandatory Fees are High
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Lost Will Disaster
