Providing Dedicated Trust Administration Services

The formation of a living trust is an important step for anyone wishing to keep assets out of probate for purposes of cost and efficiency, avoid assessment of substantial estate taxes, or establish long-term management of various types of property.

At Green & Green LLP, we help individuals, families and business owners with a full range of estate planning needs. We also have decades of experience handling all matters associated with trusts once distribution of property to beneficiaries begin. Please contact us today if you are a trustee in need of counsel on managing and distributing assets.

Our law office has extensive experience in formation and trust administration for:

  • Revocable living trusts
  • Irrevocable life insurance trusts
  • AB and ABC "credit shelter" trusts
  • Gift trusts
  • Various types of charitable trusts

Experienced Counsel for Your Benefit and Legal Protection

The laws governing proper trust administration change frequently. We stay abreast of all current laws in order to assist surviving spouses and others serving as trustees with issues such as:

  • Retitling of assets
  • Ensuring all proper tax returns are filed and other tax issues handled
  • Dealing with creditors
  • Properly distribution of assets to beneficiaries, including facilitating negotiations when necessary
  • Completing all legal recording requirements
  • Collecting lawful, reasonable fees
  • Maintaining protection against litigation

Our central goal when we represent you as a trustee is to help you anticipate and execute your responsibilities and opportunities, preserving the value of the trust to the greatest extent possible.

One of the most critical oversights to avoid is a failure to protect the current tax basis on real estate. Especially when multiple pieces of property are involved, it is common for people to neglect filing parent-child exemptions or other important documents with San Diego County authorities. We are devoted to helping our clients anticipate and fulfill key requirements such as these.

If you are now or will soon become the trustee of an estate, we encourage you to contact us for sound counsel from a lawyer who can fully understand your challenges and risks. We will assess your situation thoroughly and help you execute the estate plan while guarding your own interests.