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San Diego, California Trust Administration & Probate Attorney

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. Since 1978, attorney Charles B. Pederson and his staff have provided highly ethical and reliable administration to a variety of trusts, maintaining the fiscal strength of these entities to serve beneficiaries through the intended life of the trust. We are available to provide administration services to new clients on a wide variety of trusts, including:

  • Credit shelter trusts (CST)
  • Incentive trusts
  • Living trusts
  • Generation-skipping trusts
  • QTIP trusts
  • Charitable remainder trusts
  • Irrevocable life insurance trusts

Advice to trustees
A trustee can be personally liable for mistakes or omissions that result in losses for 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 San Diego, California, the Law Offices of Charles B. Pederson can help.

The process of probate
Probate follows what is typically a painful emotional loss. The Law Offices of Charles B. Pederson has 35 years of experience in probate law and knows how to ease the stress of probate by guiding executors and beneficiaries.

Most executors have rarely if ever probated a will and know little about the process. We can guide you through the complex probate process, including:

    • Filing the will with the California probate court
    • Developing the best strategy for fairly and expeditiously probating the estate
    • Finding and collecting assets
    • Closing and opening bank accounts
  • Transferring assets from the deceased to the estate
  • Paying estate taxes
  • Valuing, managing, preserving and liquidating the estate
  • Locating beneficiaries
  • Hiring experts, when appropriate

Contact the thorough estate planning lawyers at the Law Offices of Charles B. Pederson
Call us at 619-291-9699 or contact the Law Offices of Charles B. Pederson online.