Routine Handling Of Complex Trust Administration Matters
Trust administration requires meticulous attention to detail, a comprehensive knowledge of the law and a dedication to client service. If you are seeking an attorney who can assist you with trust administration, please contact the Wessels Law Firm to schedule a free consultation.
Sound Legal Advice For Trustees
Trust administration is a complex, confusing area of the law, one in which some attorneys lack the skill to practice. Our firm will not only draft trusts, but immediately help you fund the trusts with assets such as real property, stocks, bonds and other types of personal property. We will assist trustees to manage trust property throughout the life of the trust.
After the death of the first spouse, our firm will help you with the next phase of trust administration — dissolving the original trust and creating two or three trusts in which to transfer property. Determining whether to create an A, B or C trust, or a spousal, bypass or marital trust (commonly a QTIP trust) is complex, requiring the assistance of an attorney experienced in trust administration. Our firm — with the assistance of appraisers and tax consultants — will advise you about what trusts to create and what property to transfer into them. We will help you deal with any income tax or accounting issues that may arise related to these newly created trusts.
When the second spouse passes away, we will help the new trustee interpret trust documents, understand his or her duties as a trustee and ensure that the trust is managed and dissolved correctly. Our skills will guide you from creating the initial trust until dissolving the final trust.
Whether you are a beneficiary or a trustee, an experienced trust administration attorney can help you assert your rights and ensure that your financial interests are protected. Please contact us today for an immediate consultation. .
Experienced In Handling Trust Litigation Matters
Litigation involving a trust can become complex and involve significant assets. Whether you are a trustee accused of mismanaging a trust or a beneficiary who wants to question the actions of a trustee, we can represent your interests. At the Wessels Law Firm, we have extensive experience providing sound legal advice, as well as aggressive advocacy to individuals and families involved in trust litigation cases.
Contact our San Jose, California, law firm today, to schedule a free initial consultation to discuss your estate planning needs with an experienced lawyer. Our firm provides the sound advice and strategy needed to successfully manage your legal needs. Call us at 408-705-4577.