Trust Administration Lawyer in Fullerton, CA

Trust Administration Overview

Trust Administration Attorney

Fullerton, CA – Orange County, California

Living trusts are versatile estate planning tools that can be used to control your assets while you are alive, avoid probate, reduce or eliminate potential estate taxes, retain control of your assets in the event you become incapacitated, or to accomplish almost any number of other specific goals.

Unfortunately, many well-structured and carefully considered trusts fail to accomplish their intended purposes simply because the trustees in charge of managing them do not understand what their duties are under the law.

My name is Barbara J. Dibble and in my practice as an attorney, I help trustees and beneficiaries throughout Fullerton and Orange County to understand and navigate the trust administration process in accordance with California law. If you are feeling overwhelmed by the responsibilities and demands of managing a trust, I encourage you to contact me online or call 714-515-5126 to schedule a free initial consultation.

Some of the various duties I assist my clients with include:

•  Giving notices of administration
•  Identifying trust assets
•  Obtaining title to trust assets
•  Obtaining appraisals
•  Protecting trust assets against loss and making reasonable investments
•  Paying debts and taxes
•  Filing tax returns for the deceased trustor and for the trust
•  Preparing an accounting for the trust
•  Preparing a plan of distribution
•  Distribution of the trust

I know how complicated family dynamics can be and how difficult it can be for a trustee to resist pressure from children, siblings or other family members. As an attorney with more than 20 years of experience, I also know how complicated the laws are and how easy it is for trustees to make mistakes that can undermine the entire purpose of a trust. The bottom line is that unless you are a professional trustee who manages trusts for a living, it is absolutely essential that you check with an estate planning attorney to see what needs to be done and how.

As a sole practitioner, I am able to provide my clients with a great deal of personal attention and responsive service. I also have a good network of other resources needed to help you navigate the trust administration process while keeping attorney fees and other costs in line with your budget.

Lastly, I also represent trust beneficiaries who have a right to expect certain things from the trustees administering their interests.

Areas of Practice

• Trust Administration