Trust administration Probate wills trusts claremont estate tax

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ALLEN & EHRLE, Lawyers
Probate & Trusts

PROBATE


Probate is the legal proceeding by which an estate is passed to the heirs when a Will has been used to bequeath property. Often, there is a legal proceeding in probate court in California.

Probate can be a complex and lengthy legal proceeding, and particular attention needs to be paid to minimizing the loss of the deceasedís property through the probate process. Probate fees are generally set by law, and regulated by the Probate Court. This means that any attorney is paid essentially the same fee for the work done in a probate matter.

Bob Ehrle has extensive experience in probate matters, and has represented clients and estates from relatively small and straightforward cases, to complex will contest litigation involving commercial property.

If a probate needs to be opened, contact Allen & Ehrle for an analysis and estimate of probate costs and fees.

As with any  legal proceeding, it is very important for the client to understand the proceeding, have it explained to them in straightforward language, and know what to expect. This is precisely what Bob Ehrle does in all his probate cases, and will do in yours.


TRUST ADMINISTRATION


Over the past decade many individuals have opted for trusts as an alternative to Wills. Trusts have several advantages to Wills, notably the lack of probate and probate fees, but present some special legal issues.

Bob Ehrle actively practices in the area of  trust administration. Once a trust becomes active (at the death of the Trustee), a number of complicated events must occur. This includes the transfer of property, the changing of title of property to the beneficiaries, and the parceling out of specific gifts.

Often these tasks can be quite daunting for a family member with no legal training. Bob takes a great deal of time to assist family members in the administration of the trust, making the division of assets and the distribution of property as quick and as simple as possible.

Fees for trust administration are hourly, but quite reasonable. Additionally, Bob can provide tax and general legal counsel regarding the best distribution of assets, as well as the preparation of an estate tax return which is often required.


 

 

 

Copyright 2004 Allen & Ehrle

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