Asserting And Protecting The Rights Of Trustees
Managing a trust is overwhelming for those without extensive knowledge of California law applicable to trusts. The task requires meticulous attention to detail and the ability to protect and distribute assets, while simultaneously satisfying the beneficiaries and maintaining family relationships. At the Vista law office of Paul V. L. Campo, we provide knowledgeable trustee representation throughout North San Diego County.
Many lawyers lack the skill and experience needed to represent trustees. Mistakes can result in significant legal and financial problems for a trustee and the trust’s beneficiaries. Paul V. L. Campo has spent more than 30 years practicing law in California, and he has gained extensive experience in trust law, among other areas.
Strategic And Sound Legal Guidance For Trustees
Upon the death of a trustor/settlor in California, the trustee assumes a number of legal responsibilities. These include, but are not limited to, the following:
- Preparing an inventory of the trust’s assets
- Analyzing the documents that transferred property into the trust
- Arranging for certified appraisals of property
- Obtaining death certificates
- Applying for a federal tax ID number
- Filing federal estate tax returns and fiduciary income tax returns
- Providing statutory notice of trust administration
- Publishing a notice to creditors
- Maintaining insurance on trust assets
If you have assumed the duty of acting as the trustee for a trust, it is critical to retain a skilled attorney. This will allow you to comply with the requirements listed above properly, among others, in accordance with California law. At the law office of Paul V. L. Campo, we will help to educate you about these and other responsibilities, and guide you through the process of trust administration.
Seeking Trustee Representation? Contact Us.
Contact us online or call 760-691-1081 to schedule a free 30-minute consultation with Paul V. L. Campo today.
What Our Clients Say | Legal Associations
“Thank you for your services in managing the probate of my mother’s estate. Your professionalism and fairness are much appreciated.”
– Probate Client
“As a client of Paul’s in my capacity as a Professional Fiduciary, he has guided me through the intricacies of trust administration on many occasions.”
Patty, California Licensed Professional Fiduciary (CLPF)
– Trust Administration Client
“Mr. Campo did a great job on my estate planning. He was very thorough and made me aware of several things I hadn’t considered. I highly recommend him.”
– Estate Planning/Trust Administration Client
“The service I received goes beyond professionalism. It’s all about caring for my wishes and goals and coming up with the ideal estate plan for me.”
Carol, Lt. Col. USMC (Ret.)
– Estate Planning Client
“I am very grateful to Attorney Paul Campo and his excellent staff for guiding me through the complex probate process.”
– Probate Client