Most California living trusts are able to be administered without Court involvement. If the trust was properly created, properly funded, and properly handled then the process can be relatively simple. There are situations, however, where the trust was not properly funded and assets which belong in the trust can become intermingled with a probate proceeding. Under such situations, the Court may have to become involved with the trust’s administration. In those circumstances, it can be necessary to retain legal representation.
Lawyer Assisting San Bernardino residents, as well as those in Rancho Cucamonga, with Court-supervised administration of a trust
Living trusts are often set up as part of the estate planning process. Persons may transfer certain items into the trust or arrange for items to be transferred into a trust upon their death. If these transfers are not set up properly, or handled correctly, then a situation may arise where property will fall under the California Probate Court’s Jurisdiction. In such situations the handling of the trust may then need to be supervised by the Probate Court. This can make the Court involved in accounting for assets, paying taxes, settling debts, and distributing proceeds. Having an attorney assist with this process ensures that things do not become more complicated than necessary.
Aruna Rodrigo is a probate and estate lawyer assisting those in San Bernardino, Rancho Cucamonga, and elsewhere in the Inland Empire with court-supervised trust administrations. Once retained we take immediate steps to determine whether the Court’s involvement is necessary. If it is, then we will take steps to resolve the case as efficiently as possible. We stay in regular contact with you throughout the case, promptly return all phone calls (typically the same business day), ensure that you are copied on all documents, and make ourselves available for your questions. We understand that this is a stressful time and we are here to make the process as seamless as possible. Contact us today to speak with an attorney. We also service Fontana, Ontario, Victorville, Rialto, Hesperia, Chino, Upland, Apple Valley, Redlands, Highland, Colton, Yucaipa, Montclair, as well as Los Angeles.
San Bernardino lawyer assisting with other aspects of estate planning and probate law
Aruna understands that proper estate planning is essential. Such planning helps to avoid later probate law issues. He offers a wide range of estate planning assistance such as the creation of living trusts, the drafting of a last will and testament, drafting powers of attorney, and more.