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Experienced California Attorneys Assist Clients with Trust Administration

Reliable estate lawyers advise trustees in the San Jose area

At the Law Offices of Rozy Lahlouh Boulos, A Professional Law Corporation, our attorneys advise clients in the San Jose area and throughout California on how to comply with all aspects of trust administration accurately and completely. Trustees can benefit from sound legal guidance so they are not held personally liable for losses in the value of estate assets due to errors or misconduct. In addition, for individuals who want an experienced third party representative to oversee their trust, we can assume administration duties, offering a qualified attorney to serve as trustee. We guide individuals through trust administration with confidence and efficiency.

Reputable law firm counsels trust fiduciaries

Once a grantor establishes a trust, either they or a reliable fiduciary must act as trustee. The trustee is responsible for seeing to the completion of necessary tasks according to state laws and the terms of the trust. The attorneys at the Law Offices of Rozy Lahlouh Boulos, A Professional Law Corporation provide advice to trustees so they can capably manage duties related to trust administration, including:

  • Communication with beneficiaries
  • Investment of assets
  • Management of assets, including real property
  • Collection from debtors and payment of creditors
  • Preparation of accountings
  • Preparation of tax returns
  • Distributions to beneficiaries

Trust administration requires careful attention to each detail of the grantor’s wishes. We support trustees during every step of their administration efforts and help them avoid missteps.

Contact a reliable California trust administration law firm

The trust administration process can feel overwhelming for individuals unfamiliar with estate law. Our attorneys can help to ease the burden for clients in California. To schedule a Free consultation with the Law Offices of Rozy Lahlouh Boulos, A Professional Law Corporation, call our California office at 408-708-9222 or contact us online.