After the loss of a loved one everyone needs time to grieve. Unfortunately there are other matters that need to be handled in terms of wrapping up the estate. If you need assistance we can help.
If your loved one had a living trust you will go through a process called trust administration. The then acting trustee would collect the assets and accounts, pay outstanding bills and ultimately distribute the remainder to the beneficiaries it.
For a list of considerations upon the death of your loved one you can click here. You should be especially wary about retitling assets without speaking with an attorney.
If these administrative issues are not handled properly, the beneficiaries may end up paying penalties or additional fees. We can advise the trustee and provide assistance with the administrative duties necessary when closing estate.
Attorney Dolenga has successfully guided thousands of severely disabled clients in presenting their claims before the Social Security Administrations administrative law judges and numerous Federal district courts across the country. As a result of these efforts, his clients have been provided with the resources needed to support themselves and their families.
Through this work, Attorney Dolenga also sees first-hand the catastrophic effects a severe, and often sudden, medical diagnosis or death can have on a family emotionally and financially. This allows him to fully understand how critically important advanced planning can be. Whether in drafting a simple will to protect an individual or a couple and their home and bank account or drafting more complex documents, he understands how important this planning can be to the lives of his clients and their families.
- Help! My Dad Can’t Work and Needs an Income But Isn’t at Retirement Age - April 25, 2022
- Consider SSDI After an Early-Onset Alzheimer’s Diagnosis - April 22, 2022
- Answers to Your FAQs About Medi-Cal - April 21, 2022