COVID-19 (Coronavirus): Our office is open and available through video and phone conferencing in order to conform with social distancing protocol. We continue to accommodate new and existing clients with their legal matters.

TRUST ATTORNEY ROSEVILLE CA

 

A LAW FIRM SERVING ROSEVILLE & NEARBY RESIDENTS WITH PROBATE PROCESS

At Sterling Law Group our best Roseville trust estate litigation attorney has years of experience assisting residents in Roseville, Sacramento, and nearby cities by providing guidance to individuals named as trustees or as executors of estates. We help ensure that you successfully uphold your fiduciary duties.

TRUST ADMINISTRATION

Trust administration requires careful attention to each detail of the grantor’s wishes. I assist clients with the administration of a wide variety of trusts, including:

  • Credit shelter trusts (CST)
  • Incentive trusts
  • Living trusts
  • Generation-skipping trusts
  • QTIP trusts
  • Charitable remainder trusts
  • Irrevocable life insurance trusts

METICULOUS ADMINISTRATIVE SERVICES

I have the extensive experience in all duties expected of a trust administrator, including:

  • Investment of assets
  • Management of assets
  • Preparation of accounting’s
  • Preparation of tax returns
  • Distributions to beneficiaries

A trustee can be personally liable for mistakes or omissions that result in losses for the trust. I offer sound advice to trustees to ensure accurate and complete compliance with all aspects of trust administration. If you have been named a trustee, I strongly recommend that you retain professional assistance from a trustworthy source.

ESTATE ADMINISTRATION

I can guide you through all aspects of probate and estate administration, including:

  • Filing the will with the California probate court
  • Developing the best strategy for fairly and expeditiously probating the estate
  • Finding and collecting assets
  • Closing and opening bank accounts
  • Transferring assets from the deceased to the estate
  • Paying estate taxes
  • Valuing, managing, preserving, and liquidating the estate
  • Locating beneficiaries
  • Hiring experts, when appropriate

VALUING AND MANAGING THE ESTATE

I assist executors with the arduous process of collecting, managing, valuing, protecting, and liquidating the assets of the estate. When appropriate, I call upon accountants, financial advisors, real estate agents, property managers and other professionals to assist with executor duties. I can access expert opinions about unique assets such as antiques, rare books, automobiles, and other collectibles for accurate valuation, management, and possible sale.

Contact a Trust Attorney Near You

At The Sterling Law Group, our best Roseville CA Trust Attorney has years of experience serving clients in Roseville and nearby California. Call 916-790-9202 or contact us online to schedule a consultation.

Request A Free Consultation

Please fill out the form below and one of our attorneys will contact you.

© Copyright 2021 The Sterling Law Group, A P.C. All rights reserved
Privacy Policy | Disclaimer | Sitemap

Roseville, CA Walk-In’s Accepted In Roseville Payment icons

Chat icon
what's on your mind?
  • Lorem ipsum dolor sit amet
  • Lorem ipsum dolor sit amet
  • Vivamus bibendum convallis tristique.
  • Lorem ipsum dolor sit amet
  • Vivamus bibendum convallis tristique.
  • Lorem ipsum dolor sit amet
  • Vivamus bibendum convallis tristique.
  • Lorem ipsum dolor sit amet
  • Vivamus bibendum convallis tristique.