Estate Planning and Administration

Estate Planning and Administration Long Beach, CA

After a parent or spouse passes away, a family member may find himself or herself in the difficult position of being a trustee who is responsible for the proper administration of a trust. During this difficult time, the trustee must deal with complex legal, financial and family issues that may arise.

The task of reviewing the trust and finding, marshaling and valuing assets of a recently deceased family member can be extremely stressful and overwhelming. Everyone who acts as a trustee needs sound advice and experienced legal representation and guidance. There are many pitfalls and traps for the trustee who attempts to administer a trust without legal representation. Those who try may unnecessarily subject themselves to claims for breach of trust or breach of fiduciary duty. We encourage you to contact the Velasco Law Group. Our lawyers are committed to helping you navigate the complex and highly technical requirements of trust administration.

Our trust services include:

  • Advice regarding a trustee’s legal duties and obligations
  • Interpretation of trust terms and provisions
  • Ensuring beneficiaries, creditors and government agencies receive proper notices
  • Assistance with identifying, marshaling and valuing trust assets
  • Advice regarding trust investment decisions and proper distribution of trust assets
  • Guidance and assistance in the sale of real property
  • Preparation of a trustee’s report and account
  • Advice, guidance and representation with respect to disputes among trust beneficiaries or between beneficiaries and the trustee
  • Trust litigation and dispute resolution services if a dispute arises and the trust or trustee requires a vigorous defense
  • Advice and representation in the preparation and filing of the Federal Estate Tax Return (IRS Form 706)

You can be confident that at our firm, you will receive highly personalized service from a dedicated and highly qualified trust law attorney. Our founding attorney, Paul D. Velasco, is certified as a specialist in estate planning, trust and probate law by the State Bar of California Board of Legal Specialization — a distinction held by less than one percent of all attorneys in California.

Whether you need help with trust administration or a trust dispute, you can rest assured that your legal matter will be handled with a high degree of competence and care at the Velasco Law Group.

Key Practice Areas

Contact the Velasco Law Group for all of your estate and probate needs, including:

The information you obtain at this site is not, nor is it intended to be, legal advice. You should consult an attorney for advice regarding your individual situation. We invite you to contact us and welcome your calls, letters and electronic mail. Contacting us does not create an attorney-client relationship. Please do not send any confidential information to us until such time as an attorney-client relationship has been established.