Trust Administration

California Estate and Trust Administration Attorney

I work with administrators, personal representatives and trustees in the estate and trust administration. I will carefully review with you what your obligations and duties are under the plan or trust. For more information, please contact my law office to schedule a free initial consultation to discuss your estate planning needs.

Estate Administration

My name is David E. Simon and I assist people administer estate plans in the South Bay Area of California. I work with administrators and take the time to ensure they understand their fiduciary obligations and their role under the estate plan.

I counsel clients how to proceed in the probate process and how to protect the assets of the estate as we progress toward distribution of the assets to the beneficiaries.

Trust Administration

I also advise trustees; I will explain how to administer the trust and assist the trustee at every step to protect the trust assets. My representation continues through to the distribution of trust assets to the beneficiaries.

Rely on my experience to help you minimize the potential for asset disputes. We will take action to reduce the risk of future claims against the trust by providing all statutory notices to beneficiaries and government entities in a timely manner.

In addition, you want an attorney to review your trust and complete the division of trust assets upon the death of your spouse.

I have been a lawyer for over 40 years and have helped numerous individuals with estate planning and administration issues. You may not understand the complicated estate and trust administration process; I can help explain the structure of the estate or trust, how to protect the assets involved and how to fulfill your obligations.

For a free initial consultation, please contact my law office to discuss your legal matter with an experienced attorney.

 

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