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    probate and trust administration lawyers in santa cruz

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    Santa Cruz Trust Administration Attorneys

    Serving as an estate representative or trustee is an important responsibility. Penrose Chun and Gorman LLP in Santa Cruz advises California clients on the legal and practical duties associated with these positions.

    Probate and Trust Administration Attorneys Help Clients Fulfill their Legal Duties

    Probate and Trust Administration Attorneys Help Clients Fulfill their Legal Duties Experienced Santa Cruz firm guides estate representatives and trustees

    At Penrose Chun & Gorman LLP, we have probate and trust administration attorneys who provide experienced and efficient counsel to trustees, estate representatives, and other interested parties in Santa Cruz, Santa Clara, Monterey, and San Benito counties. With over 40 years of experience and a dedicated support staff, we have the capability to assist with the administration of highly complex trusts and estates involving significant assets, numerous beneficiaries — whether individuals or charities — and complex tax issues.

    What is probate administration?

    Probate refers to the court-supervised process by which a deceased person’s will is proven to be valid and is used to distribute the decedent’s assets to his or her heirs. The purpose of the probate process is to carry out the deceased person’s intentions, confirm who will serve as the personal representative of the decedent’s estate, and protect the interests of creditors with claims against the estate.

    What is the probate process in California?

    Settling a California estate requires strict adherence to the applicable probate standards and procedures. Estate administration duties that our trusts and estates lawyers handle include:

    Filing and appointment of the personal representative — The probate process starts with filing a petition with the court. From there, the court appoints the executor named in the will or someone else as personal representative for the estate.Transmission of letters testamentary — Once the will is admitted to probate, letters testamentary are issued to the personal representative stating that they are legally authorized to act on the estate’s behalf.Notice and payment to creditors — Notice must be given to creditors regarding the administration of the estate. This notice provides creditors with four months (or longer in some cases) within which to pursue a claim against the estate.Distribution of assets — After all of the assets have been accounted for and appraised, and all debts and taxes of the estate have been paid, the personal representative petitions the court for a final distribution of the estate to the persons entitled according to the decedent’s will or, if there is no will, California’s laws of intestate succession.

    It is important to note that the probate process in California takes several months, and the notice and claims period alone can make this timeframe longer, even when no dispute exists over the validity or execution of the will.

    How a California probate lawyer helps to settle estate issues

    Just as retaining a qualified attorney to create a will benefits testators, an experienced California probate lawyer offers valuable assistance to estate representatives, most of whom are unfamiliar with California probate law. Moreover, administering an estate can be time-consuming while you handle your other work and family responsibilities. Our experienced probate lawyers strive to relieve the burden on estate representatives by explaining what must be done and handling key tasks such as providing notice to beneficiaries, dealing with disputes and representing the estate before the court.

    How does a trust impact probate?

    Frequently, individuals and families establish trusts so that assets pass to intended beneficiaries outside of the probate process. However, usually the decedent also has a will to cover property that was not placed into a trust. Our extensive experience with trust and estate administration ensures that clients have the legal support they need no matter what legal instruments were created by the deceased individual.

    What is involved in trust administration?

    When a decedent employs a trust to leave property to their beneficiaries, many critical tasks must be completed when that person dies. Our trust administration attorneys assist with each aspect of this process, including:

    Identification and collection of assets

    Payment of debts and taxes

    Appraisal and inventory of assets within the trust

    Filing of tax returns

    Preparation of documents needed to distribute assets to beneficiaries

    After the trust settlor dies, the named successor trustee acts in a fiduciary capacity. As attorneys, our job is to assist successor trustees in carrying out their responsibilities with due care and diligence.

    Contact an effective California estate and trust administration lawyer

    Serving as an estate representative or trustee is an important responsibility. Penrose Chun & Gorman LLP in Santa Cruz, California advises clients on the legal and practical duties associated with these positions. Please call 831-515-3344 or contact us online.

    Source : www.pcg-llp.com

    Best Santa Cruz, CA Estate & Trust Litigation Attorneys

    Free profiles of 3 top rated Santa Cruz, California estate & trust litigation attorneys on Super Lawyers. Browse comprehensive profiles including education, bar membership, awards, jurisdictions, and publications.

    TOP RATED ESTATE & TRUST LITIGATION LAWYERS IN SANTA CRUZ, CA

    Nearby Cities:

    Watsonville

    Related Practice Areas:

    Estate Planning & ProbateReal EstateTaxTrustsWills

    SPONSORED SUPER LAWYERS SELECTEES

    Phillip Lemmons

    Top Rated Probate & Estate Administration Lawyer

    Serving Santa Cruz, CA (Statewide, CA)

    High Conflict Estate, Trust and Conservatorship Litigators.

    View Profile » CALL EMAIL

    Lisa Tan

    Top Rated Probate & Estate Administration Lawyer

    Serving Santa Cruz, CA (Statewide, CA)

    More than 18 years assisting clients with their Probate, Trust & Estate Litigation disputes. No Fee Unless We Win For You!

    View Profile » CALL EMAIL

    Kim Neilson

    Top Rated Probate & Estate Administration Lawyer

    Serving Santa Cruz, CA (San Diego, CA)

    Sincere. Knowledgeable. Experienced. Providing personal attention and compassionate legal representation

    View Profile » CALL EMAIL

    Matthew J. Aulenta

    Top Rated Estate & Trust Litigation Lawyer

    Serving Santa Cruz, CA (Watsonville, CA)

    James S. Farrar

    Top Rated Estate & Trust Litigation Lawyer

    Serving Santa Cruz, CA (Watsonville, CA)

    Steven D. Penrose

    Top Rated Estate & Trust Litigation Lawyer

    Santa Cruz, CA Results 1 - 3 of 3

    ESTATE & TRUST LITIGATION LAW

    Are you a corporate fiduciary, large financial institution, charitable organization, or individual fiduciary or beneficiary involved in a dispute over a trust, estate, or conservatorship?

    Is your objective to reduce your estate tax liability, protect property in your estate, and to avoid probate?

    If you’re seeking a seasoned estate & trusts attorney with years of experience in the probate courts and in-depth knowledge of the estate planning to handle your case, find help with Super Lawyers.

    Super Lawyers offers a free, comprehensive directory of accredited attorneys who’ve attained a high-degree of peer recognition and professional achievement in trust and estate litigation.

    Avoid costly mistakes.

    Use Super Lawyers to hire a local estate and trust lawyer today.

    Are you searching for a top estate & trust litigation lawyer in Santa Cruz, California?

    Through the Super Lawyers directory, we index attorneys who practice quality and excellence in their work. It is easy to browse estate & trust litigation attorney listings in your immediate area, search for a specific individual referred by a friend, or start narrowing your search by practice area.

    When you find attorneys who interest you, spend time and explore their profiles. There you will find the estate & trust litigation attorney's contact, education, and biographical information to supplement your research. Where possible, our profiles will also include links to the estate & trust litigation lawyer's personal biography, firm website, and other relevant information to consider.

    Are you ready to take action? The contact form on an attorney’s profile makes it easy to connect with a lawyer serving Santa Cruz, California, and seek legal advice.

    Super Lawyers Rating System

    Super Lawyers is a research-driven, peer-influenced rating service of outstanding lawyers who have attained a high degree of professional achievement and peer recognition. The patented selection process combines peer nominations, independent research evaluations and peer evaluations by practice area. Each year no more than 5 percent of the attorneys in the state are selected for the Super Lawyers list, and no more than 2.5 percent for the Rising Stars list.

    Source : attorneys.superlawyers.com

    Top Probate & Estate Administration Lawyers in Santa Cruz County, CA

    Search law firms at FindLaw. Find top Santa Cruz County, CA Probate & Estate Administration lawyers and attorneys.

    Law Office of Thomas E. Rossmeissl

    Probate & Estate Administration Lawyers Serving Santa Cruz County, CA (Los Gatos)

    5 out of 5 stars 2 reviews Super Lawyers ® 1 Law Firm Website Law Firm Profile

    Norton Basu LLP

    Probate & Estate Administration Lawyers Serving Santa Cruz County, CA (Los Gatos)

    Additional Office Locations

    5 out of 5 stars 4 reviews Attorney Ratings 2 Super Lawyers ® 1 Law Firm Website Law Firm Profile FREE CONSULTATION

    Huber Fox, P.C.

    Probate & Estate Administration Lawyers Serving Santa Cruz County, CA (Campbell)

    Additional Office Locations

    Past client? Leave a review.

    Law Firm Profile

    Law Offices of Adele Schneidereit

    Probate & Estate Administration Lawyers Serving Santa Cruz County, CA (San Jose)

    Additional Office Locations

    Past client? Leave a review.

    Law Firm Profile FREE CONSULTATION

    Law Offices of Berge & Berge LLP

    Probate & Estate Administration Lawyers Serving Santa Cruz County, CA (San Jose)

    5 out of 5 stars 1 review Law Firm Website Law Firm Profile FREE CONSULTATION

    Temmerman, Cilley & Kohlmann, LLP

    Probate & Estate Administration Lawyers Serving Santa Cruz County, CA (San Jose)

    Additional Office Locations

    Past client? Leave a review.

    Super Lawyers ® 7 Law Firm Website Law Firm Profile FREE CONSULTATION

    Law Offices of Connie Yi, PC

    Probate & Estate Administration Lawyers Serving Santa Cruz County, CA (Cupertino)

    Additional Office Locations

    Past client? Leave a review.

    Law Firm Website Law Firm Profile FREE CONSULTATION

    Wessels Law Firm

    Probate & Estate Administration Lawyers Serving Santa Cruz County, CA (San Jose)

    Past client? Leave a review.

    Law Firm Website Law Firm Profile FREE CONSULTATION

    Lonich Patton Ehrlich Policastri

    Probate & Estate Administration Lawyers Serving Santa Cruz County, CA (San Jose)

    5 out of 5 stars 1 review Super Lawyers ® 8 Law Firm Profile FREE CONSULTATION

    WealthPLAN, PC

    Probate & Estate Administration Lawyers Serving Santa Cruz County, CA (San Jose)

    Additional Office Locations

    Past client? Leave a review.

    Super Lawyers ® 1 Law Firm Website Law Firm Profile FREE CONSULTATION

    The Law Offices of Richard Wingerden

    Probate & Estate Administration Lawyers Serving Santa Cruz County, CA (San Jose)

    5 out of 5 stars 11 reviews Attorney Ratings 1 Law Firm Website Law Firm Profile FREE CONSULTATION

    Law Office of Barbara Loebner

    Probate & Estate Administration Lawyers Serving Santa Cruz County, CA (Los Altos)

    Past client? Leave a review.

    Law Firm Website Law Firm Profile FREE CONSULTATION

    The Dayton Law Firm, P.C.

    Probate & Estate Administration Lawyers Serving Santa Cruz County, CA (San Jose)

    5 out of 5 stars 1 review Law Firm Website Law Firm Profile FREE CONSULTATION

    Robert A. Froehlich, Attorney at Law

    Probate & Estate Administration Lawyers Serving Santa Cruz County, CA (San Jose)

    Past client? Leave a review.

    Law Firm Website Law Firm Profile

    Lerman Law Partners

    Probate & Estate Administration Lawyers Serving Santa Cruz County, CA (Santa Clara)

    Additional Office Locations

    Past client? Leave a review.

    Law Firm Website Law Firm Profile

    Source : lawyers.findlaw.com

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