Protecting Your Interests As A Trustee
If you have been named a trustee of a family trust, you may have concerns about your authority and responsibilities. The trust document should set forth these matters, but can often be difficult to understand. You want an experienced lawyer to protect your interests, someone who fully understands the law and process involved, who has represented others in similar situations.
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In my practice, at the Law Office of Alexandra Morgan, I have worked extensively representing trustees in Southern California. I understand the value of listening; I will take as much time as is necessary to learn the details of your situation, so that I can formulate the most effective strategy to protect your rights. As a Tustin trustee liability attorney, I strive to develop long-term relationships with all my clients, built on trust and effective counsel.
Serve As A Trustee With Confidence
I know the challenges you face being a trustee. I represent many trustees, and I personally have served as a trustee; I know the requirements, as well as the potential issues with which you must deal. I will provide comprehensive counsel, helping you understand all your duties, and working with you to put measures in place to minimize your risk of liability. I protect the rights of trustees who have questions or concerns about:
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Insulating themselves from legal action
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Accepting or charging fees to serve as a trustee
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Reimbursement of expenses incurred serving the trust
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Allegations of self-dealing, or potential conflicts of interest
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Properly managing the investments or tax liabilities of a trust
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Producing a legally sufficient accounting for beneficiaries
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I will represent you if other interested parties seek an accounting of the assets and actions of the trust.
Schedule A Free Consultation
I offer a free initial consultation. To schedule an appointment with an experienced Orange County, California, trustee accounting lawyer, Call me at 949-662-7893. I am available to meet with you evenings or weekends, if necessary. My office is located in Tustin.