Have You Been Named a Trustee in Santa Rosa?
Our Santa Rosa Trust Administration Lawyer Can Help
Being named the trustee of an estate, or even part of an estate, is a huge
responsibility. Not only have you been recognized as a confidant of the
trustor, but will remain a reliable resource for a beneficiary, sometimes
for years to come. With this responsibility, however, can come complications.
Keeping assets safe can mean dealing with tax issues, legal requirements,
and other matters. Failing to properly see to these could lead to further
difficulties and even probate litigation.
At Gullotta Law Group, we know the pressure and uncertainty many trustees
feel when it comes time to start taking action. That is why we offer trust
administration services to clients in Santa Rosa and surrounding communities.
With more than 15 years of estate planning and probate experience, we
know what must happen in every step of trust administration to make sure
you are best honoring both the legal document and state law.
Call a dedicated and understanding attorney at our firm to set up a
Navigating Trustee Requirements & Complications
Once a trustor passes away, proper steps need to be taken not only to secure
the property assets in question, but also to notify all the heirs related
to the1 trust. This notification process needs to happen first and is
often overlooked, or occurs too late, and complicates other trust administration
tasks going forward.
Even when these steps are properly taken, other issues can arise. A trustee
needs to be ready with the knowledge and resources to handle these and
ensure that the property and assets remain intact while they are being
At Gullotta Law Group, our Santa Rosa estate planning lawyer are ready
to help you deal with:
- Property tax issues
- Standards of distribution
- Asset titling
- Successor trusteeship
- Any fiduciary responsibilities
Being a trustee can feel like an overwhelming task, but it does not have
to be. Gullotta Law Group has helped numerous California trustees effectively
manage their responsibilities and navigate any complication that came
If you have been named a trustee and are looking for guidance, then
contact us to speak with our Santa Rosa trust administration lawyer today!