How Can I Assist Beneficiaries Who Cannot Manage Their Distributions? (Video)
When an individual inherits substantial assets from a trust, working closely with a trust attorney is a good idea, particularly if the beneficiary is unable to manage those assets safely themselves. These legal professionals possess the expertise to help beneficiaries navigate the complexities of trust administration and ensure the distribution of assets is executed properly. […]
The Role of a Carlsbad Trust Planning Attorney
In the picturesque coastal city of Carlsbad, California, the importance of comprehensive trust planning cannot be overstated. As property values continue to soar and families accumulate diverse financial assets, protecting one’s legacy has become an increasingly complex endeavor. This is where the expertise of a Carlsbad trust planning attorney becomes invaluable. Understanding the Role of […]
Why Do We Need to Fund a Trust? (Video)
Carlsbad trust attorney Andrew Fesler discusses why you need to fund a trust. As a leading attorney in Carlsbad, California, he specializes in estate administration and probate, trust administration, advance directives, business succession planning, and all aspects of estate planning. To learn more about how to fund a trust contact our office, The Law Office […]
Roles and Responsibilities of a Trustee in Trust Management
At the Law Office of Andrew Fesler, located in Carlsbad, California, a common inquiry pertains to the roles and responsibilities of a trustee in trust management. Understanding these duties is crucial for both current and prospective trustees. This blog post aims to explore the essential aspects of a trustee’s role, emphasizing California law, and the […]
What is the process for creating a trust package? (video)
Carlsbad Trust attorney, Andrew Fesler, discusses the process for creating a trust package. As a leading attorney in Carlsbad, California, he specializes in estate administration and probate, trust administration, advance directives, business succession planning, and all aspects of estate planning. To learn more about how a trust package and will work together in estate planning, […]
IF WE HAVE A TRUST, WHY DO WE STILL NEED A WILL? (video)
Carlsbad Trust attorney, Andrew Fesler, gives insight into why you need a will even if you have a trust. As a leading attorney in Carlsbad, California, he specializes in estate administration and probate, trust administration, advance directives, business succession planning, and all aspects of estate planning. To learn more about how trusts and wills work together in […]
Using Trusts to Protect Your Privacy in Estate Planning
As an experienced Carlsbad estate planning attorney, I want to discuss a critical aspect of estate planning that many overlook: using trusts to protect your privacy. In today’s world, where information is easily accessible, maintaining privacy in estate planning is not just a preference, but a necessity for many. Understanding Trusts in Estate Planning Estate […]
What is Trust Administration?
Trust administration refers to the management of a trust and any documentation associated with the trust such as tax documents, listing of beneficiaries named in the trust, and certified copies of the settlor’s death certificate. Who is Responsible For Trust Administration in Carlsbad? The trustee named in the trust document is responsible for administering the […]
For a California Trust, What Is a Grantor, Trustee, and Beneficiary?
Establishing a California trust offers several key benefits. There are three key players in a trust: the grantor, the trustee, and the beneficiary which we will review in today’s post. The benefits of a California trust are, first, it allows for the efficient and private transfer of assets upon the grantor’s passing, bypassing the costly […]
WHAT’S INVOLVED WITH FUNDING A TRUST?
Carlsbad Trust attorney, Andrew Fesler, gives insight into funding a trust; what is meant by that, and some of the ways to accomplish this. As a leading attorney in Carlsbad, California, he specializes in estate administration and probate, trust administration, advance directives, business succession planning, and all aspects of estate planning including setting up a […]
