by Crista Hermance | Oct 7, 2026 | Inheritance, Trust administration, California, Estate Planning
Many beneficiaries worry they must immediately report an inheritance to the IRS. In most cases, inherited cash, property, and investments are not treated as taxable income simply because they were inherited. However, certain situations can trigger reporting... 
by Crista Hermance | Oct 6, 2026 | Trust, Inheritance, Living Trust, California, Estate Planning
Many beneficiaries wonder whether they can require a trustee to distribute assets immediately after a loved one’s death. In California, the answer depends on the circumstances. Trustees have legal duties that must often be completed before distributions occur.... 
by Crista Hermance | Oct 6, 2026 | California, Trust, Living Trust, Trust administration, Estate Planning
A trustee has important legal duties during trust administration, including providing certain information to beneficiaries. If a trustee is not communicating with beneficiaries, that does not automatically mean wrongdoing has occurred. However, prolonged silence,... 
by Santiago Olivares | Sep 23, 2026 | Trust administration, California, Estate Planning, Living Trust
One of the first questions many trustees ask is what documents needed for trust administration should be gathered after a loved one’s death. In California, trustees typically need the trust agreement, death certificate, asset statements, deeds, tax records,... 
by Santiago Olivares | Sep 14, 2026 | Trust, Probate, Living Trust, Trust administration, Estate Planning
One of the first questions families ask after a loved one’s death is, how long does trust administration take? In California, many trust administrations are completed within several months, but the exact timeline depends on the estate’s complexity,...
