Trust Administration - Working with Trustees & Beneficiaries
Managing the affairs of a trust can be difficult. After a loved one passes away, there are many complexities to consider, including beneficiary rights and tax issues. If you are a Trustee who is in charge of administering a trust, or a beneficiary that needs assistance understanding their inheritance and rights, we can help you.
At Ellahie Law Firm, we have the necessary experience to carry out an orderly and proper trust administration. As Campbell trust lawyers and probate attorneys, we practice throughout San Jose, Campbell, East Bay and the San Francisco Bay Area and can assist in complex matters, including:
- Creditors' claims (both on behalf of creditors and defense against claims);
- Determination of spousal property interests;
- Title and ownership issues regarding real estate, stock and bond investments, and retirement assets;
- Distribution of assets among Beneficiaries;
- Surcharge and Reimbursement Claims;
- Removal of Fiduciaries;
- Undue Influence and Capacity Issues; and
- Contract disputes.