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Schomer Law Group, Los Angeles Estate Planning and Elder Law and Elder Law Attorneys

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Home » Trust Administration and Probate

Trust Administration and Probate

Why Is Naming a Successor Trustee Important?

April 19, 2023Trust Administration and Probate

Successor Trustee

If you are contemplating the addition of a trust to your estate plan, there are some common mistakes you want to avoid making, such as failing to name a successor Trustee. For those who are not familiar with how a trust is administered, the Los Angeles trust administration attorneys at Schomer Law Group, APC explain why naming a successor Trustee is important. Trust Basics First, it is important to have a firm understanding of what a trust is and how a trust works. A trust is a separate … [Read more...] about Why Is Naming a Successor Trustee Important?

What You Should Know about Asset Protection Trusts

August 16, 2022Trust Administration and Probate

Los Angeles trust attorneys

Acquiring assets is undoubtedly part of your overall estate plan; however, simply amassing assets without taking steps to protect those assets can cause the most well-drafted estate plan to fail. One way to protect assets is through the creation of an asset protection trust. With that in mind, the Los Angeles trust attorneys at Schomer Law Group, APC explain what you should know about asset protection trusts. Common Types of Asset Protection Trusts Domestic Asset Protection Trusts. As the … [Read more...] about What You Should Know about Asset Protection Trusts

Can a Beneficiary’s Interest in a Trust Be Sold?

August 5, 2022Trust Administration and Probate

Los Angeles trust administration attorneys

A trust beneficiary has a legal ownership interest in the assets held by the trust. The trust terms will dictate when the beneficiary is entitled to receive distributions from the trust and in what amount. Sometimes, however, a beneficiary needs (or wants) the value of his/her interest in the trust prior to the scheduled distribution. The Los Angeles trust administration attorneys at Schomer Law Group, APC discuss whether a beneficiary can sell his/her interest in a trust. Trust … [Read more...] about Can a Beneficiary’s Interest in a Trust Be Sold?

How Can I Encourage a Beneficiary to Use an Inheritance as Intended?

April 30, 2022Trust Administration and Probate

Los Angeles trust attorney

To create a successful estate plan that will truly accomplish everything you want it to, you will likely need to incorporate a wide range of interconnected estate planning tools and strategies into your plan. One of the most common additions to a comprehensive estate plan is a trust. There are several different categories of trusts and numerous specialized trusts within each category. A Los Angeles trust attorney at Schomer Law Group, APC explains how you can encourage a beneficiary to use an … [Read more...] about How Can I Encourage a Beneficiary to Use an Inheritance as Intended?

Can a Trustee Be Held Personally Liable for Mistakes Made When Administering a Trust?

April 28, 2022Trust Administration and Probate

If you recently learned that someone appointed you to be a Trustee of a trust, you probably have some questions if this is the first time you have acted as a Trustee. Many of these questions will be related to the duties and responsibilities of a Trustee. Before you agree to accept the appointment, however, your most important concern may be whether you could be held personally liable if you make a mistake. To help you better understand what it means to be a Trustee, a Los Angeles trust … [Read more...] about Can a Trustee Be Held Personally Liable for Mistakes Made When Administering a Trust?

Trust Administration – A Checklist for the First-Time Trustee

March 15, 2022Trust Administration and Probate

Los Angeles trust administration attorneys

While many factors will contribute to the success, or failure, of a trust, the choice of Trustee will be among the most significant of those factors. If you were recently notified that someone appointed you to be the Trustee of a trust, and you have never acted as a Trustee, you are probably feeling overwhelmed and unsure where to start. To help you get started, the Los Angeles trust administration attorneys at Schomer Law Group, APC offer a trust administration checklist for the first-time … [Read more...] about Trust Administration – A Checklist for the First-Time Trustee

Can I Be the Trustee of the Trust I Establish?

January 19, 2022Trust Administration and Probate

Los Angeles trust attorneys

As your estate wealth and your family grow, you will likely incorporate a variety of estate planning tools and strategies into your existing estate plan. One of the most common of those is a trust. If you do decide to add a trust to your estate plan, you will need to appoint a Trustee for that trust. A common question people have when creating a trust is whether they can appoint themselves to be the Trustee of that trust. To help answer that question, the Los Angeles trust attorneys at Schomer … [Read more...] about Can I Be the Trustee of the Trust I Establish?

Why A Will Is Still Necessary If You Have a Family Wealth Trust

December 22, 2021Trust Administration and Probate

Los Angeles trust attorneys

Like many people you may choose to establish a Family Wealth Trust to use as your primary method of distributing your estate. One mistake you do not want to make, however, is eliminating a Will completely from your overall estate plan. The Los Angeles trust attorneys at Schomer Law Group, APC explain why you still need a Pour-Over Will in your estate plan if you are relying on a Family Wealth Trust to distribute your estate. Your Last Will and Testament A Last Will and Testament is a … [Read more...] about Why A Will Is Still Necessary If You Have a Family Wealth Trust

Can I Appoint Myself as Trustee?

December 1, 2021Trust Administration and Probate

Los Angeles trust attorney

A variety of estate planning tools and strategies will likely be incorporated into your estate plan as your assets, family, and estate grow. One of the most common additions to a comprehensive estate plan is a trust. If you do decide to add a trust to your estate plan, you will need to appoint a Trustee to oversee the administration of your trust. A Los Angeles trust attorney at Schomer Law Group, APC discuss appointing yourself as the Trustee of your own trust. Trust Basics – Revocable vs. … [Read more...] about Can I Appoint Myself as Trustee?

QTIP Trust vs Bypass Trust: Which Do You Need?

April 2, 2019Trust Administration and Probate

QTIP trust

When it comes to estate planning, there are several different types of trust available. Deciding which type of trust you need to accomplish your goals can be challenging without some assistance. Married couples, in particular, question which types of trusts will best serve their needs. If you have heard of a QTIP trust and a bypass trust, you may be wondering which one is  best. Our trust attorneys can help you make this important choice. What is a QTIP Trust? The acronym “QTIP” stands for … [Read more...] about QTIP Trust vs Bypass Trust: Which Do You Need?

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Testimonials

Client Review
July 29, 2020
    

We need to update our Living Trust and attended Schomer Law Group’s seminar. Afterwards we made an appointment and were impressed by the attention Scott Schomer and Liran Aliav gave to our case answering all questions and making suggestions how to minimize the estate tax. All the office staff is very friendly and we highly recommend Schomer Law Group.

Frank & Jutta R
Client Review
July 29, 2020
    

Mr. Schomer does an amazing job at explaining all the intricacies of establishing a trust. He and his team help you every step of the way so you always know what to expect and what you are preparing for. Best education you can get and the best gift you can give your family.

Paula M.
Client Review
July 29, 2020
    

We put off getting a trust for years. After attending a seminar with Scott Schomer we realized that the time had come to get a trust. We were given very good reasons for why we should get a trust. No pressure, just the plain facts. We are very relieved and happy to finally get our trust. Scott and Cesar were very knowledgeable, helpful and listened to our ideas of what we had to say. Any questions that we have now and in the future they are available to assist us to solve them. I recommend the Schomer Law Group and I wish we knew about them years ago.

Phillip G.
Client Review
July 29, 2020
    

When you’re presented with an invitation to attend in a mailer, you may have reservations, this was a truly gift!! My wife and I were educated and guided through the process of creating a family trust.
Both of our parents had attorney’s that “worked” with wills/trusts, but came up short. Fortunately, the Schomer Law Group was there! This is a group of attorney’s that only specialize in estate planning, law, and financial advice, so you know you’re getting expert and personalized advice. This is the best money we’ve ever spent!! Thank you!

Bob L.
Client Review
July 29, 2020
    

We knew we had to update our 10 year old ( 20 page ) trust. After several detailed meetings, Liran and Cesar produced a large ( 300 pages + ) highly detailed trust document that we have used to make sure our family estate is well managed and clearly understood.
They were all very helpful in answering myriad questions and explaining all the various options…

We would strongly recommend the Schomer Law Group to anyone with an estate of even modest means, to assure proper planning…

Bob S.
Client Review
July 29, 2020
    

We had contemplated updating our will and starting a trust for a number of years. After attending a talk by Scott Schomer we realized we were long overdue and the potential downside of not having our affairs in order was significant. Scott and his excellent team made the process simple and seamless. They were great listeners, addressed all our concerns and even pulled and processed all the paperwork from our financial institutions. If you are looking for assistance with estate planning, wills and trusts, we highly recommend Schomer Law Group.

Robert F.
Client Review
July 29, 2020
    

Very competent & informative – friendly atmosphere – ready to answer the most mundane questions – relaxed.

Joan S.
Client Review
July 29, 2020
    

Mr. Schomer was excellent in getting our family trust and estate affairs in order. My husband and I had put off doing this and Scott really made the process easy! He is very passionate in making sure his clients get all that they need and we really appreciated it. I would highly recommend him and look forward to the many years he will be available to assist our family.

Kim

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