FREE WEBINAR

California Trust Administration

What happens after a trustmaker passes, the notices California requires and how a trust is settled.

What you will learn

  • The first 30 days
  • The 60-day notice to beneficiaries and heirs
  • Inventory, valuation and real property
  • Taxes and the trust's final accounting
  • Distributions and closing the trust
  • Full representation or limited guidance

Education only. Watching a webinar does not create an attorney-client relationship.

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Trust Administration Strategy Session

60 minutes · Quoted in your invoice

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