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Trust Administration

Experienced California Attorney Assists Clients with Trust Administration

Reliable estate lawyer advises trustees in the Fremont, Union City, Newark, Pleasanton, Milpitas, and San Jose areas

At Law Office of Ann Saponara, a Professional Corporation, I advise clients in the Fremont area and throughout the Fremont, Union City, Newark, Pleasanton, Milpitas, and San Jose areas on how to comply with all aspects of trust administration accurately and completely. Trustees can benefit from sound legal guidance so they are not held personally liable for losses in the value of estate assets due to errors or misconduct. In addition, for individuals who want an experienced third party to oversee their trust, I can assume administration duties as trustee. I guide individuals through trust administration with confidence and efficiency.

Reputable lawyer counsels trust fiduciaries

Once a grantor establishes a trust, either they or a reliable fiduciary must act as trustee. The trustee is responsible for seeing to the completion of necessary tasks according to state laws and the terms of the trust. At Law Office of Ann Saponara, a Professional Corporation, I provide advice to trustees so they can capably manage duties related to trust administration, including:

  • Communication with beneficiaries
  • Investment of assets
  • Management of assets, including real property
  • Collection from debtors and payment of creditors
  • Preparation of accountings
  • Distributions to beneficiaries

Trust administration requires careful attention to each detail of the grantor’s wishes. I support trustees during every step of their administration efforts and help them avoid missteps.

If you have been named a trustee, an experienced attorney can be a trustworthy source of advice. At Law Office of Ann Saponara, a Professional Corporation, I work to maintain the fiscal strength of trusts so that they serve beneficiaries through their intended lifetime.

Contact a reliable California trust administration lawyer

The trust administration process can feel overwhelming for individuals unfamiliar with estate law. My goal is to help ease the burden for clients in California. To schedule a consultation with Law Office of Ann Saponara, a Professional Corporation, call my Fremont office at 510-797-8902 or contact me online.

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Client Reviews

Your knowledge, expertise and compassion shows through in all you do.

“This being my first time ever dealing with a [deceased] parent’s estate, I couldn’t imagine going through it with any other representative. You have helped me from day one and always provide your honest and sincere advice. Your knowledge, expertise and compassion shows through in all you do.”
Read more client reviews
Office Location
  • Fremont Office
    P.O. Box 3467
    Fremont, California 94539
    Phone: 510-797-8902
    Fax: 510-279-5786