Hire a CPA when Administering an Estate: 6 Reasons You Should
Hiring a CPA to assist you with tax matters while administering a trust or estate is a wise decision. Learn more about how a CPA can help you here.
10 Types of Information Trustees Must Share With Beneficiaries
Trustees must share certain information with the beneficiaries of a trust during a trust administration. This is a fundamental right of a beneficiary.
8 Helpful Tips About Notice of Trust Administration in California
Trust administration requires certain parties be given notice. This notice of trust administration is a requirement under California law and failure to provide notice can damage both trust and trustee.
5 Possibilities for How Mental Incompetence is Determined
If a settlor is mentally incompetent, someone must take control over the trust prior to the settlor’s death. There are several ways to determine incompetence.
Probate Litigation | Trust Litigation |
5 Steps for a Beneficiary to Involve the Court in a Trust Administration
Typically, the probate court is not involved in the administration of a trust. Beneficiaries can petition for court involvement in some cases.