Legal Guidance for Trustees and Families
Whether you’ve just been appointed as trustee or are navigating the complexities of a loved one’s estate, The Pacella Law Group is here to help. Trust administration comes with significant legal and fiduciary responsibilities—and mistakes can be costly. Our experienced team provides trusted, compassionate support to guide you through every step of the process.
We assist trustees in:
- Initiating the trust administration process
- Preserving the intentions of the trust creator
- Protecting the rights and interests of beneficiaries
- Managing complex family dynamics
- Minimizing liability risk
- Ensuring proper distribution of assets
- Navigating trustee compensation
- Addressing tax considerations
- And more
Revocable Living Trusts: Flexible Planning & Probate Avoidance
A revocable living trust offers flexibility, privacy, and control. It is one of the most effective ways to avoid probate in California, minimize estate taxes, and ensure a smooth transfer of assets. This type of trust is often the preferred choice for clients who want to retain control of their estate during their lifetime while protecting their loved ones in the future.
Irrevocable Trusts: Strategic Asset Protection
Irrevocable trusts serve a different purpose. They are typically used when asset protection, tax planning, or long-term care planning are priorities. Administering an irrevocable trust often involves:
- Reviewing and interpreting trust documents
- Identifying, valuing, and securing assets
- Notifying creditors and beneficiaries
- Managing trust funds and debts
- Distributing assets in accordance with the trust’s terms
We’ll help you determine the right type of trust for your goals and provide skilled administration support for either type.
Contact Us
Whether you’re setting up a trust or need support fulfilling your trustee duties, The Pacella Law Group is here to provide experienced, compassionate legal guidance.
Call us at (818) 855-5270 or Complete our online contact form to schedule a complimentary initial consultation.