Trust Administration

The attorneys at Fullerton, Lemann, Schaefer & Dominick, LLP have the knowledge and experience necessary to handle the administration of any estate, ranging from the simple administration of a modest estate to the largest and most complicated trusts and estates.

Trust Administration
In addition to providing representation and assistance with post-mortem trust administration after the death of a trustor, we also provide assistance with trust administration during the lifetime of the trustor, including advising our clients regarding the use of notices to beneficiaries when a gift has been made to an irrevocable trust (which are referred to as Crummey notices after the definitive case in this area), and work closely with the client’s tax advisor to ensure the proper preparation and filing of gift tax returns and fiduciary income tax returns.

We advise our clients regarding any issue arising during the administration of a trust, including:

  • The duties, powers and standards of a trustee
  • Trustee accounting and recordkeeping
  • Investing and managing trust assets
  • Resignation or removal of a trustee
  • Modification, revocation or termination of a trust
  • Creditor’s rights against the trust or beneficiaries
  • Arranging appraisals and business valuations
  • Use of disclaimers and other post-death estate and income savings techniques
  • Subtrust funding
  • Trustee compensation and attorneys’ fees
  • Income taxation of trusts
  • Gift, generation-skipping transfer tax and estate tax issues

Mediation and Litigation of Trust Disputes
In the event a dispute arises during the course of the administration of a trust, we offer trust and estate litigation services. We routinely advise clients in disputes involving a trust, and are prepared to prosecute or defend cases involving:

  • Trust contests
  • Allegations of a breach of fiduciary duty
  • Trust termination and modification proceedings
  • Objections to accountings
  • Lawsuits seeking to remove or substitute a trustee

For experienced, comprehensive assistance with any trust administration matter, contact Fullerton, Lemann, Schaefer &
Dominick, LLP

The law firm Fullerton, Lemann, Schaefer & Dominick, LLP represents clients in estate planning, trust and probate law matters in San Bernardino, Riverside, Orange and Los Angeles Counties and throughout the Southern California communities of the Inland Empire, including San Bernardino, Riverside, Redlands, Rancho Cucamonga, Upland, Chino, Chino Hills, Ontario, Fontana, Rialto, Colton, Bloomington, Loma Linda, Highland, Yucaipa, Calimesa, Banning, Beaumont, Moreno Valley and Corona, the Mountain communities of Lake Arrowhead, Big Bear Lake, Running Springs and Wrightwood, the High Desert communities of Victorville, Barstow, Hesperia, Apple Valley and Adelanto and the Low Desert communities of Palm Springs, Palm Desert, Rancho Mirage, La Quinta, Indian Wells and Bermuda Dunes.

San Bernardino Office
215 North D Street, Suite 100
San Bernardino, CA 92401
Tel: 909-963-1542
Costa Mesa Office
369 San Miguel Drive, Suite 265
Newport Beach, CA 92660
Tel: 949-419-6163
RSM Office
30211 Ave. De Las Banderas., Suite 200
Rancho Santa Margarita, CA 92688
Tel: 760-779-9572
Palm Desert Office
77564-A Country Club Dr., Suite 132
Palm Desert, CA 92211
Tel: 760-779-9572