Trust Administration

At the Douglass Law Group, we have the knowledge and experience necessary to handle trust administration, whether it’s for a small estate or the largest and most complicated estates in Santa Clara County. We provide efficient and cost-effective trust administration services tailored to your unique needs.

Our Expertise

The Douglass Law Group offers expert advice and guidance on various aspects of trust administration, including:

• Clarification of the duties, powers, and standards of a trustee.
• Comprehensive trustee accounting and recordkeeping.
• Strategic investment and management of trust assets.
• Guidance on trustee resignation or removal.
• Assistance with trust modification, revocation, or termination, including Heggstad Petitions.
• Protection of creditor’s rights against the trust or beneficiaries.
• Arrangement of appraisals and business valuations.
• Utilization of disclaimers and other post-death estate and income savings techniques.
• Subtrust funding to ensure a smooth transition.
• Determination of trustee compensation and attorneys’ fees.

Litigation of Trust Disputes

In the unfortunate event that a dispute arises during trust administration, our experienced attorneys are prepared to advise clients on:

• Trust contests.
• Allegations of a breach of fiduciary duty.
• Trust termination and modification proceedings.
• Lawsuits seeking to remove or substitute a trustee.

For experienced, comprehensive assistance with any trust administration matter in the Silicon Valley area, contact the Douglass Law Group. Our team is dedicated to simplifying complex trust administration processes and providing you with peace of mind every step of the way.

Get in Touch

To discuss your trust administration needs or to schedule a consultation, contact us today. Trust the experts at the Douglass Law Group to handle your trust administration requirements with precision and care.