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San Jose Trust Administration Lawyer

San Jose Trust Attorney

Communication and Protection for Clients

Creating a Trust can be an essential planning tool to pass assets to an individual during a lifetime without being subject to probate. At the Law Offices of Marleen Brady Kuttner, we have nearly 20 years of experience representing trustees and beneficiaries with numerous trust administration issues. We provide personal attention to each client and are accessible to our clients for questions concerning their trust planning. Please contact our California trust administration lawyer for a complimentary consultation.

Creating Trusts

Creating a trust can be a complex process. We work with your accountant and/or financial advisors to ensure that the process is completed smoothly and a valid trust is created that accomplishes your estate planning goals. Our firm is experienced creating any type of trust to suit our clients' needs, including:

  • Revocable living trust
  • Irrevocable trust
  • Special needs trust
  • Charitable trust
  • Family trust
  • Blended family trusts
  • Living trust
  • Marital trust
  • Division of marital trusts upon death
  • Inheritance trust
  • Grandchild trust
  • Credit trust
  • Delayed gifting trust
  • Minors trust

Trustee Liability

Once a trustee/beneficiary relationship has been established, our attorney handles any difficult communications on behalf of the trustee, administrator, or beneficiary. We work with the trustees so that they may avoid trustee liability problems.

Specials Needs Trust Attorney

Handling complex family situations can be difficult. We are experienced in working with families to overcome emotional obstacles that may stand in the way of creating a trust. Additionally, we are skilled with the division of marital trusts. For effective problem solving and assistance in creating or administering trusts, contact our San Jose trust attorney to discuss your individual needs. Ask for our Trust Administration Checklist at your complimentary consultation.

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