Palos Verdes Trust Accounting and Reporting Attorneys
In California, many different types of trust options are available to meet virtually any need. The attorneys at Burkley & Brandlin LLP have a great deal of experience in trust matters, and we can recommend the trust or trusts that can achieve your goals.
At Burkley & Brandlin LLP, our work does not stop with the creation of a trust, however. We provide a complete range of trust administration services and advice designed to facilitate trouble-free administration of trusts and compliance with the law. Contact the Torrance trust administration attorneys at Burkley & Brandlin LLP for more information about our services and to learn how we can be of assistance.
Comprehensive Trust Administration Services and Advice
Our attorneys can provide you with the level of services and advice you need. We can handle all aspects of the trust administration process, or just those services you need assistance with. We can:
- Handle all accountings and create necessary reports
- Arrange for the preparation and filing of tax returns
- Advise the trustee as to the prudent investment of trust assets, or refer them to a qualified investment advisor
- Create reports to be given to the trust's beneficiaries
- Coordinate with institutional trusts
- Advise the trustee as to their overall legal responsibilities in administering a trust
- Provide other services and advice as needed
As a trustee, you have a duty as a fiduciary to comply with the law and manage the affairs of the trust in a responsible manner. Failure to do so can make you personally liable. Our lawyers can provide you with advice and services so you can avoid trust litigation and fulfill your ethical responsibilities.
Burkley & Brandlin LLP has earned a reputation in the South Bay and the Los Angeles metropolitan area for providing sound estate planning and estate administration advice.
Free Consultation — Contact Our Firm
For a free consultation about a trust administration or estate planning matter, contact Burkley & Brandlin LLP.
