Effective Trust Administration Attorney in Palo Alto, California

Paying attention to every detail of your legal matter

Once a trust is established by a grantor, its operation must be overseen by a qualified administrator. This trustee manages the investment of funds and distribution of assets according to the grantor’s design contained in the trust’s documents. Trust administration requires careful attention to each detail of the grantor’s wishes. A conscientious trustee must have comprehensive knowledge of the law and be scrupulous regarding client service. For 40 years, we have provided counsel to clients in the administration of a variety of trusts. Roger P. Kokores A Professional Corporation is available to provide administration services to new clients on a wide variety of trusts, including:

  • Credit shelter trusts
  • Revocable Living trusts
  • Irrevocable trusts
  • Generation-skipping trusts
  • Irrevocable Life Insurance trusts
  • QTIP trusts
  • Qualified Personal Residence trusts
  • Grantor Retained Annuity trusts
  • Charitable remainder trusts

Meticulous administrative services
We have extensive experience in counseling trustees in all duties, including

  • Management and sale of trust assets
  • Accountings
  • Tax returns
  • Distributions to beneficiaries

Advice to trustees
A trustee can be personally liable for mistakes or omissions that result in losses to the trust. We offer sound advice to trustees to ensure accurate and complete compliance with all aspects of trust administration. If you have been named a trustee, we strongly recommend that you retain professional assistance from a trustworthy source. As an established law firm with a long record of success in trust administration in the San Francisco Bay Area, Roger P. Kokores A Professional Corporation can assist you.

Contact a reliable source for trust administration legal services
To schedule an appointment with Roger P. Kokores A Professional Corporation, call  650-857-1818 or contact us online.

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