Experienced Trust Administration Representation

At the Estate Preservation Group, I represent trust administrators, beneficiaries and other parties in all aspects of the trust administration process. I handle a broad range of estate planning matters for clients in Oceanside, Carlsbad and throughout surrounding California communities.

What To Know About Trust Administration

The trust administration process typically involves:

  • Managing trust assets in accordance with the terms of the trust and to the benefit of the beneficiaries
  • Documenting trust assets
  • Notifying beneficiaries of the trust administration

Trusts may contain real estate, investments, business assets and other property that must be accurately valued and accounted for before being distributed to beneficiaries.

With more than 30 years of experience, I am prepared to guide you through the trust administration while protecting your rights.

Representing Trustees

If you are a trustee, I can help you understand your duties and obligations, including filing fiduciary income and estate tax returns. Attorney Amy Fike Peters will work with you closely to ensure that your fiduciary duties are discharged in accordance with the terms of the trust and California law.

Representing Beneficiaries

If you have been named as the beneficiary of a trust, I can help you understand your rights and options. I can address concerns over the manner in which the trust is being administered and help you maximize the benefit you receive from the trust assets.

Contact Our Law Offices To Learn More

I am committed to protecting your rights and guiding you through the trust administration process so you know what to expect. For experienced trust administration guidance in California, contact our law firm at 760-687-9831 or online by filling out a brief contact form.