Strategic Estate Planning
Can Achieve Your Objectives
Helping Estate Executors And Successor Trustees Fulfill Their Obligations
Administering an estate or trust in California can be a complicated and time-consuming task for individuals without a strong legal background. If you have been selected to serve as an estate executor or successor trustee, inadvertently failing to fulfill your obligations can expose you to lawsuits.
Conveniently located in downtown Los Altos, Gadzo Law, P.C., helps clients resolve all matters related to estate and trust administration. Our attorneys are qualified to guide you through this process in an efficient manner, whether you need assistance with notifying interested parties, identifying assets, settling debts or administering to other duties. Allow Alexandra Gadzo and Robyn Zorea to shoulder this legal burden so that you can focus on other concerns during this difficult time.
Streamlining Estate Administration
The responsibilities that executors have are numerous, whether you are required to administer an estate that needs to pass through probate or one that can be settled without court involvement.
Drawing on their decades of combined experience, our lawyers can identify a streamlined approach for managing probate and estate administration tasks, which may include:
- Closing accounts and paying debts associated with the estate
- Completing an inventory on estate assets and property
- Notifying beneficiaries and creditors
- Distributing assets and real property to beneficiaries
We use our extensive understanding of California’s estate administration laws and area court protocols to facilitate this process. Whether you are a Bay Area resident or live out of state, we are ready to assist you with these responsibilities.
Keeping Trustees Mindful Of The Fiduciary Duties
A successor trustee is held accountable for fulfilling fiduciary duties after the trustor dies or becomes incapacitated. Successor trustees may not have to file trust documents with the area probate court; however, they are required to take steps to protect the trust’s funds and the trust’s beneficiaries. Administering a trust upon death, an irrevocable inter vivos trust or other trusts can be complicated. We are qualified to help.
Having designed various types of trusts, Alexandra and Robyn understand the provisions that appear in these legal instruments and are able to guide successor trustees through the administration process. Each of our lawyers has advanced law degrees in tax law, which they use to review trust accountings and any tax returns that need to be filed with relevant agencies.
When you partner with our firm, you benefit from our ability to address complex tax issues, estate planning concerns and administration matters. Rather than relying on different firms to handle separate issues, you can depend on our attorneys to identify a straightforward approach that attends to all your concerns.
Speak With An Experienced Attorney Today
Do you have questions about estate or trust administration? Before you begin the administration process, get answers and learn about your obligations. Arrange a private consultation with a highly qualified legal professional when you call 650-397-9300 or email our firm.