A Professional Corporation
Bay Area Trust and Non-Probate Administration

Trust & Non-Probate Administration

We have thirty years of experience representing trustees and those acting under powers of attorney. We advise our clients of their rights, duties, and potential liabilities in serving in these often difficult jobs.

Along with our paralegals, we work as a team to help our clients complete their responsibilities correctly, efficiently, and appropriately under the unique circumstances of each case. This includes proper tax planning during the process.

The following are examples of trust and non-probate
administration matters within our practice:

  • Living trust administration due to illness, resignation or death of the trustee
  • Evaluating when it is wise to decline trusteeship
  • Management of trust assets
  • Trust allocations after first death of first spouse
  • Dispute resolution and dispute avoidance
  • Joint tenancy terminations
  • Termination of community property with right of survivorship
  • Estate tax return preparation (IRS form 706)
  • Avoiding probate with Probate Code Section 13100 declarations and with summary proceedings
  • Representation of agents under powers of attorneys
  • Income tax basis planning
  • Gifting techniques to reduce potential estate tax
  • Real property tax planning
  • Determining reasonable compensation for the successor trustee
  • Assisting with third party acceptances of powers of attorney and of successor trustees

We provide probate court services for any county in California and estate planning services to California residents, including those in Pleasanton, Livermore, Dublin, San Ramon, San Leandro, Alameda, Hayward, Castro Valley, Antioch, Brentwood, Danville, El Cerrito, Moraga, Walnut Creek, Tracy, Stockton, as well as Alameda and Contra Costa Counties, and the San Francisco Bay Area.