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Estate Administration

Berkeley, California, Estate Administration Attorney

A trust is a powerful legal vehicle that can accomplish many goals. However, if a trust is not properly administered, it can create more problems than it solves.

At The Law Offices of David Welty, we have provided advice and services involving all aspects of trusts for many years. We are knowledgeable about these sometimes complex vehicles and can handle all tasks relating to the creation, management and termination of trusts.

Contact us online or call (510) 250-3778 to arrange for a free initial consultation.

Comprehensive Trust Administration Services

The Law Offices of David Welty provides complete range of services involving trusts. We can determine the right trust vehicles to use to meet your goals and put in place all of the necessary paperwork. We can also advise the trustee as to his or her duties and responsibilities to the beneficiaries of the trust. Our firm can prepare all necessary reports and tax filings and provide other advice and services as needed.

You can depend on The Law Offices of David Welty to provide the trust creation and trust administration services you need.

Distribution of Assets From a Living Trust

A living trust can help you avoid the costs of probate administration. However, a living trust does not dispense with the need for legal assistance altogether. Following the death of the creator of the trust, how do the beneficiaries transfer title to property and close out the trust? How can you minimize the effect of taxation regarding appreciated assets? These and other questions require the help of an experienced estate administration lawyer.

Our firm can advise and assist you regarding these matters. We can make a full accounting of all assets of the trust, including those assets without title as well as titled property. We provide cost-effective advice as to how to transfer title of specific assets to beneficiaries of the trust. We pay particular attention to tax considerations, particularly regarding the avoidance or minimization of capital gains taxes on appreciated assets and property taxes on real property.

The Law Offices of David Welty is noted for our attention to detail, our comprehensive understanding of all aspects of estate administration and our competitive fees regarding these matters.

Contact an Estate Administration Lawyer

For a free initial consultation with The Law Offices of David Welty, call (510) 250-3778 or send us an e-mail.