Bay Area Trust Attorney
A trust is a legal arrangement established by a party (the trustor) through which a second party (the trustee) holds the right to manage the trustor’s assets or property for the benefit of a third party (the beneficiary). Trusts can be useful legal and financial planning techniques because, depending on the type of trust used, trusts can protect assets from the creditors of the beneficiaries, ensure proper investment and management of assets, and reduce estate taxes.
Our Trust Services
- Planning and setting up trusts. To establish a trust, you need a lawyer who understands the legal, financial and business implications of trusts. Steven M. Simrin, an attorney and CPA, has this background and has been helping clients plan and set up trusts for more than 15 years.
- Trust administration. Once a trust has been created, administration of the trust becomes an on-going task. Proper trust administration requires legal and financial knowledge to assure that these tasks are performed correctly. Our office advises trustees on how to properly administer trusts as required under the laws of the State of California. We also advise beneficiaries on how to enforce their rights under trusts.
- Trust disputes. For a variety of reasons, disputes sometimes arise between trustees and beneficiaries. Our office assists our clients in attempting to resolve these disputes without resorting to the courts. When such efforts are unproductive, we aggressively protect our clients rights by representing them in trust litigation.