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Trust Administration

San Jose Trust Administration Attorney

Rinehart Law Offices help families with administering the terms of a trust after the settlor or settlors have died. If your loved established a trust during their lifetime We can assist the trustee in carrying out its terms.

Mr. Rinehart provides the expertise to help you successfully face trust administration with confidence. He has more than 25 years of experience in helping California families in administering trusts and addressing trust issues such as:

  • Successor trustees
  • Property division and distribution
  • Assistance with tax issues
  • Management and investment issues
  • Record keeping and accounting
  • Creditor issues

He examines the details of the trust to find out what assets and property are held in the trust, and to ensure that tax advantages are maintained. The point of trust administration is to legally transfer the ownership of property held by the trust to the beneficiaries. Mr. Rinehart can prepare the deeds for real estate and determine the assignments of personal property.

The Advantages of Trusts

Living trusts are often set up to protect assets during the trustor's life and make it easy to transfer property and assets to a beneficiary after death. Putting your property and assets in a trust can also minimize the federal estate taxes that will be assessed after your death. Trusts also help avoid the probate process because property and assets in trusts are generally not subject to probate.

If through your work with Mr. Rinehart in trust administration you decide you need an estate plan for yourself, he can set up estate planning tools such as trusts, wills, and powers of attorney. All these documents can help ensure that your wishes are followed after your death.

Contact San Jose Trust Administration Lawyer at Rinehart Law Offices

Mr. Rinehart offers a free initial consultation and is available in the evening and on weekends when needed. If you want to challenge a trust, Mr. Rinehart can represent you in trust litigation. For more information on trust administration or litigation, contact Rinehart Law Offices. Mr. Rinehart can be reached by phone at 408-871-2696 or through the intake form on the Contact page.