Trust Administration Laguna Beach CA

Our practice includes the design, drafting and ongoing maintenance of estate plans, as well as probate litigation and trust administration.

Administer your trust.

If a loved has recently passed with a trust in place, we can help you through this difficult time to ensure you take the proper steps while administering the trust. Unlike probate, trust administration does not require the court system and therefore is generally a much more cost effective and quicker process.

However, it's important that certain formalities are followed to ensure a smooth administration. Leaning on our expertise will allow you to avoid common pitfalls that occur during the administration of a trust, which can lead to a civil lawsuit. Dealing with the loss of a loved one is difficult and sometimes overwhelming, and we are here to help at any stage of the process.

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Medi-Cal Planning: Eligibility and Recovery Liens

Medi-Cal planning is often overlooked in estate plans. However, proper planning is important to ensure beneficiaries can qualify or maintain benefits and state recovery liens for benefits provided are avoided. In this blog post, we’ll first discuss the differences between Medi-Cal, Medicaid and Medicare. Next, we’ll explain Medi-Cal eligibility requirements and how to avoid a state recovery lien so you can plan smarter and understand these issues if they come up during trust administration.

Exploring the Role Professional Fiduciaries Play in Estate Planning

If you’ve been reading the blog lately, you might have noticed most of our articles so far have been about providing general information to you so you can plan smarter. But what about some specifics? In this article, we’ll dive into the nitty gritty and go over the very important role professional fiduciaries play in the estate planning process.

Lack of Advanced Planning Plunges Prince's Estate into Administrative Chaos

Prince's lack of estate planning has led to many complex legal issues including determining the legendary musician's legal heirs. Resulting infighting between his legal heirs has resulted in issues ranging from appointment of an executor to suing a previously appointed executor for breach of fiduciary duties.

Lakers Drama Underscores the Need to Plan Ahead

Dr. Jerry Buss took the time to ensure his legacy was protected many years ago, and we're just now witnessing the benefits it has provided his family. Proper planning has allowed the Buss family to remain in control of the Lakers.

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