Trustee of parents trust won’t give me any information
If the trustee of a family member’s trust won’t give you any information, send a written request to them. The trustee is obligated to provide each beneficiary with information.
What Happens to Beneficiaries Who Make Frivolous Account Objections?
When a beneficiary objects to a trust accounting, the objection must be in good faith. If not, the beneficiary may face financial penalties.
Know the Difference Between Conduit and Accumulation Trusts
Administering an estate with retirement assets has many potential pitfalls. Click here to learn the differences between Conduit and Accumulation Trusts.
Selling Real Estate During Probate Administration
Notice is an important aspect of selling real estate during a probate administration. View here for more from a San Diego probate lawyer.
Tasks of a CPA During Probate Administration
When administering a trust or estate, a CPA can carry out many important tasks. Many of these tasks involve the preparation and filing of tax returns.