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Trusts Administration

Trust Administration Attorneys Guide Trustees

California lawyers provide legal services to clients managing trusts

Once a trust is established by a grantor, its operation must be overseen by a qualified administrator. This trustee manages the investment of funds and distribution of assets according to the grantor’s design contained in the trust’s documents. Trust administration requires careful attention to each detail of the grantor’s wishes. A conscientious trustee must have comprehensive knowledge of the law and be scrupulous regarding client service. The attorneys at Law Offices of Magany Abbass, Inc. provide highly ethical and reliable administration to a variety of trusts, maintaining the fiscal strength of these entities to serve beneficiaries through the intended life of the trust. We are available to provide administration services to new clients on a wide variety of trusts, including:

  • Credit shelter trusts (CST)
  • Incentive trusts
  • Living trusts
  • Generation-skipping trusts
  • QTIP trusts
  • Charitable remainder trusts
  • Irrevocable life insurance trusts

Meticulous administrative services

We have the extensive experience in all duties expected of a trust administrator, including:

  • Investment of assets
  • Management of assets
  • Preparation of accountings
  • Preparation of tax returns
  • Distributions to beneficiaries

Advice to trustees

A trustee can be personally liable for mistakes or omissions that result in losses for the trust. We offer sound advice to trustees to ensure accurate and complete compliance with all aspects of trust administration. If you have been named a trustee, we strongly recommend that you retain professional assistance from a trustworthy source.

Contact a reliable source for trust administration legal services

To schedule a consultation with Law Offices of Magany Abbass, Inc., call our Lafayette, California office at 925-283-9088 or contact our firm online.

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Our Offices
  • Lafayette Office
    1043 Stuart Street
    Suite 150
    Lafayette, California 94549
    Phone: 925-283-9088
    Fax: 925-283-9099
  • San Ramon Office
    Bishop Ranch 3, 2603 Camino Ramon
    Suite 200
    San Ramon, California 94583
    Phone: 925-283-9088
    Fax: 925-283-9099
Office Hours
Monday thru Friday 8:30 AM to 6:00 PM
Saturdays by appointment only
We Accept Payment By Credit Card