Allen & Allen, LLP

A Tradition of Excellence

Trust Administration

Attorneys with 40 Years of Trust Administration Experience

At Allen & Allen, L.L.P., we have been advising trustees for a combined 40 years. Our reputation for integrity in the legal community, and in the community at large, is first-rate.

Whom Do You Trust?

One reason to allow your estate to pass through probate is that there is a high degree of safety due to transparency and oversight by the court, which must approve all disbursements. The administrator of the estate is usually bonded, and he may be personally liable for any malfeasance.

However, probate is not for everyone. Probate entails potentially very high costs and expenses. For example, the administrators  and attorney's fees are often substantial and are set by statute.  For a number of reasons, you might choose to place your assets into a trust.

A Reputation for Integrity; A Name You Can Rely On

All trust and tax counseling requires extensive knowledge of the law in an area where the law keeps changing. At Allen & Allen, L.L.P., we have the experience and knowledge to assist you, as trustee, in the administration of your trust.

Trusts are not only legal entities; they may also be taxable entities, and in fact may receive their own tax ID number. The decisions you make as trustee can have substantial legal and tax consequences.

As trustee or successor trustee, you have taken on an important responsibility. It is also a responsibility that may lead to liability if you are not careful. As your lawyers, we will advise you regarding these responsibilities so that you will avoid liability, and carry out your duties competently.

Whether you are the settlor or a successor trustee, you will want to have knowledgeable and experienced legal counsel to help you as you administer your own trust.

We invite you to do what many satisfied clients have done over the years. Put your faith in Allen & Allen, L.L.P. Contact us today to schedule a consultation.

Allen & Allen, L.L.P.
240 Westgate Drive
Suite 241
Watsonville, CA 95076-2453

Phone: 831-768-7215 • Fax: 831-722-0347 • E-mail

The law firm of Allen & Allen, L.L.P., represents clients in the Monterey Bay and Pajaro Valley areas of Watsonville, Santa Cruz, Aptos, Capitola, Carmel, Castroville, Corralitos, Freedom, Gilroy, Hollister, La Selva Beach, Marina, Monterey, Moss Landing, Pacific Grove, Pajaro, Santa Cruz, Salinas, Sea Side, Soquel, Santa Cruz County, Monterey County and San Benito County, California.

The information you obtain at this site is not, nor is it intended to be, legal advice. You should consult an attorney for individual advice regarding your own situation.

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