by Blaine F. Aikin
When creating your trust, it is important to consider who you will entrust to fulfill your wishes when you are no longer able to make your own financial decisions. Electing a California Licensed Professional Fiduciary to serve as the trustee or successor trustee of your trust ensures that the terms of your trust will be followed, and your assets will be protected. Additionally, it may help to prevent familial conflict and administration errors that so often arise when a family member administers a trust. We have experience with all aspects of trust administration including; marshaling of assets, selling real property, preparing and filing tax returns, avoiding unnecessary tax bills, keeping detailed records, maintaining transparency and communication with beneficiaries, preparing a detailed accounting, and disbursing money to beneficiaries as instructed by your trust. Our expertise limits the additional cost and time necessary to fulfill the terms of the trust.