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Trust Administration

Trust Administration Lawyers Serving Palm Springs Since 1951

Trust Attorneys Serving Riverside and San Bernardino County

Under the leadership of a California State Bar-Certified Specialist in Estate Planning, Trust and Probate Law, the trust and estate attorneys at Schlecht, Shevlin & Shoenberger represent clients in Palm Springs and throughout the Coachella Valley in trust administration and related litigation.

Our Trust Administration Services

Regardless of whether this is your first experience in trust administration as a beneficiary or trustee or you have been through the process before, the procedures and requirements can seem overwhelming, and new issues can seemingly arise at every turn. To make sure that you are meeting your obligations – and to make sure that your rights are being enforced – it is important to have an experienced counselor and advocate on your side.

At Schlecht, Shevlin & Shoenberger, A Law Corporation, our attorneys offer comprehensive trust administration services for trustees and beneficiaries. With decades of experience drafting and assisting in the administration of revocable and irrevocable living trusts and various other forms of advanced trusts, we are able to rely on a wealth of knowledge to provide practical and cost-effective service to our clients. We understand that while this is our daily routine, it isn’t yours, and we also acknowledge that you are likely coming to us for help during a very difficult and emotional time in your life. Our attorneys will remain sensitive to these facts while providing efficient, compassionate, and effective representation on your behalf.

In connection with trust administration in California, we advise clients on issues including, but not limited to, the following:

  • Trustee duties, powers and standards
  • Accounting and recordkeeping requirements
  • Management and investment of trust assets
  • Creditors’ rights against trusts and beneficiaries
  • Trustee compensation and attorneys’ fees
  • Trust and subtrust funding

We also represent clients in connection with estate and gift tax audits before the Internal Revenue Service, and counsel clients regarding opportunities to reduce income, gift, estate and generation-skipping transfer taxes. Serving California residents in since 1951, we can guide you through the trust administration process and ensure that no stone goes unturned.

Consult an Experienced California Trust Attorney at Schlecht, Shevlin & Shoenberger, A Law Corporation

If you have questions or need guidance for trust administration, turn to the trusted advisors at Schlecht, Shevlin & Shoenberger. Call us at 760-320-7161 or click here to contact us online today.

COVID-19 Notice

We are open! Our attorneys and staff remain prepared to help our clients through these extraordinary times. Please don’t hesitate to contact us if we can be of assistance. Please email your attorney or contact us at 760-320-7161 for further information.

Awards & Affiliations