Trust Administration

CONTRA COSTA COUNTY TRUST ADMINISTRATION LAWYERS

Representing Trustees and Beneficiaries

If you have been called upon to serve as a trustee, selecting an attorney to advise you is an important decision. While some California trusts last only a short time before the assets are distributed to beneficiaries, others can go on for decades or even generations. The most critical time in the life of any trust is the first two years. This is when problems are most likely to arise.

At the Law Offices of Andersson & Andersson in Walnut Creek, we have more than 40 years of combined experience advising trustees and beneficiaries in California. Our services include comprehensive guidance on issues ranging from the marshalling of assets, to tax compliance, to asset distributions.

While much of the day-to-day administration can be performed by the trustee, there are times when you need legal advice to make sure everything is done correctly. California law is very detailed and strict both on notice requirements and accounting to beneficiaries. Our lawyers will help you meet your responsibilities as a fiduciary and avoid problems with beneficiaries.

Our lawyers provide planning for the future administration of the trust, so you may not need to see us every year. We can also help you turn over the accounting and investment of assets to an accountant or financial advisor. Senior partner and firm founder Patricia Andersson has more than 35 years of legal and accounting experience, including four years in the tax department of a national accounting firm, where she focused on estate planning tax matters.

In addition to advising trustees, our lawyers provide trust administration services for charitable, family, and other types of trusts.

For More Information

If you have been named a trustee, good legal advice now can help you avoid legal problems later. For more information or to set up an appointment with our Contra Costa County trust administration lawyers, call 925-935-1050 or fill out the contact form on this website.