Estate & Trust Litigation
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We can help you sort out your trust issues, even if they are complex.
If you have been designated as the successor trustee of a trust, it is recommended that you meet with an attorney to find out what your duties are. As a trustee, you have fiduciary duties, duties to account, you may need to file one or more tax returns, and some of these duties and obligations have deadlines.
- You will also need to send a copy of the trust to beneficiaries. But which ones? All of them?
- You will need to pay expenses and liabilities of the trust as well, but what if there is not sufficient money or assets to pay everyone?
- Finally, you have a duty to account to the beneficiaries, and there is the potential for liability if you fail to do so.
A lawyer can help you review your trust and advise you on the best way to handle these difficult issues.
We can help you with tax issues, too.
Mendes Weed, LLP, can also assist you with tax issues that arise while you are administering the trust. Whether there are past owed taxes, or if you just need advice on whether there are estate or income tax issues, we are here to help.
At Mendes Weed, LLP, we understand being named as a successor trustee may be stressful, especially if you are serving as a successor trustee for a loved one who has just passed away. We can assist you in administering the trust, meeting your obligations, and defending your actions in the event they are questioned by any of the beneficiaries.
If you have questions about your duties and obligations as trustee, please feel free to reach out to us today.
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Mendes Weed, LLP is located in Walnut Creek and serves clients around the Bay Area. For your convenience, we also have offices in San Francisco and Sacramento by appointment only.
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Walnut Creek Main Office
1990 N. California Boulevard
Walnut Creek, CA 94596
San Francisco Office
201 Spear Street
San Francisco, CA 94105
By appointment only.
770 L Street
Sacramento, CA 95814
By appointment only.