Trust Administration

Are you a trustee? Do you know what fiduciary duties are? Have you read the trust instrument appointing you and do you understand it? Do you know what fiduciary income tax returns are? What a federal estate tax return is? Despite the best efforts of all concerned, administration of trusts and estates can be confusing. Typically, fiduciary income tax returns are required until there has been a final distribution of assets. In addition, if the person who died had a taxable estate (for purposes of the federal estate tax), it is the responsibility of the personal representative of the person who died to file the estate tax return (federal Form 706) within nine months of the date of death. One of the services that I provide is expert preparation of Form 706.

Call me or contact me online if you are unsure of your responsibilities or otherwise need assistance. I am available to help.

Contact Us (949) 383-4356
Contact Us (949) 383-4356