A Team Approach to Planning Your Estate
Acuña & Casas, P.C. - Serving the East Bay Area From Walnut Creek, California
Trust Administration
Living trusts reduce or eliminate needless estate taxes and probate fees and are highly favored as a basic estate planning tool. However, unethical and incompetent “trust mills” have created the false impression that a simple living trust will avoid estate tax in all circumstances, and that trust administration entails is simply accomplished by writing checks to the beneficiaries
Nothing is farther from the truth. Estate taxes may trap the unwary and a trustee who fails to administer a trust correctly may be personally liable for losses, estate taxes, penalties, interest, and punitive damages!
Acuña & Casas, P.C., can help you with after-death tax reduction strategies and complying with all legal requirements for trust administration. Our goal is to conclude trust administration as quickly as possible, and to protect a trustee from all claims and any personal liability.
Probate Administration
Even with the best intentions, people sometimes wait too long, do not have an attorney who assists in funding their trust properly, or do not understand the need for an estate plan. In those cases, Acuña & Casas, P.C., is prepared to assist in handling a probate matter.
The firm handles inheritance issues and probate cases in every California county. Where necessary, Acuña & Casas, P.C., coordinates with out-of-state counsel to probate real property located in other states.
Acuña & Casas, P.C., has handled over $30,000,000.00 in various charitable, life insurance, trust administrations, and estate probates. Also feel free to read our Frequently Asked Questions page for answers to common questions about probate and trust administration.
