California Trust Administration

Trust Law Administration California

Even when a decedent had a trust and affairs properly titled to avoid court intervention, much work remains for the successor trustee. We can represent successor trustees in ensuring that they fulfill all duties to the beneficiaries of the trust to avoid later challenges from beneficiaries. The trustee has the duties to account; act with the loyalty required by law; maximize benefits to the beneficiaries; avoid self-dealing; and the duties of notification and information.

We can assist trustees with specifics such as:

Notifying the State Director of Health Services if the deceased was receiving Medi-Cal benefits
Notifying the Social Security Administration if the deceased was receiving Social Security benefits
Filing the will with the Clerk of the Superior Court
Obtaining control of trust property and valuing assets
Filing IRS Form 56, Notice of Fiduciary Relationships
Filing the decedent's last income tax return
Notifying beneficiaries
Filing change of ownership statement with any counties in which the decedent owned property
Claiming exclusion from property tax reassessment for parent-child transfers
Compiling and paying debts and expenses
Distributing assets

If you require assistance with any of these duties, please contact us
Trust Attorney in Valencia, California
Law Office of Daniel Mortensen

Tax Law Office in Valencia, California

Welcome to the Law Offices of Daniel R. Mortensen, Tax, Trust and Estate Attorneys, located on Town Center Drive in Valencia, California. We appreciate your visit!

Our goal is to do only a few things, but to do them at a world-class level. To that end, our practice is limited strictly to pre-death estate planning, post-death administration and tax controversy work. Our highly trained staff is absolutely committed to providing our clients with the highest quality estate planning and tax representation available anywhere.

Tax Law Office in Valencia, California

Our clients range from retirees with a condo and a modest fixed income to chief executives of publicly traded companies and mid eight figure net worth. For each we devote ourselves to providing the best and most cost effective solutions to their estate planning and tax controversy needs.