Probate & Trusts

∞ PROBATE & TRUSTS ∞

Probate: Intestate and Testate; Contest Proceedings
Trust: Certifications of Trust; Successor Appointments
Subsequent Trusts & Subset Trusts Management
Funding; Distributions; Reinvestments; Surcharges; Offsets; Gifts; Buyouts; Constructive Trusts
Fiduciary Appointments: Private v. Professional Fiduciaries; Compensation
Breach of Fiduciary Duties; Removals; Successors
Protective Proceedings: Anti - Financial Exploitation
Civil Litigation; Attorney Fees
Records and Asset Management
Power Transfers; Administration Expenses; Marshalling Assets; Valuations; Appraisals; Disclaimers; Settle Claims
Taxes; Generation-Skipping Transfer Tax; Exemptions
Surviving Spouse / Dependents Estates; Life Estates
Probate, Nonprobate, & Augmented Estates Optimization
Administration: Notices; Objections; Waivers; Consents; Enforcements; Beneficiary Rights and Responsibilities
3rd Party Interests: examples
Business Administration, Squatters, Evictions
Community Property(ies); Unclaimed Property; etc.
Environmental: Remedial Action Agreements
Petition: Determine Claims; Real Property Partition & Sale
Contest Proceedings: Fiduciary Removals
Compel Accounting, Distributions, etc.
Enforcements; Modifications; Conversions
Summary Determinations; Terminations
Simple or Complex Accounting
Judicial Administration, Instructions, Supervision
Settlements
Insolvent Estates; Bankruptcy Coordination
Indemnifications; Fiduciary Discharges
Trust Termination

*Advising on potential risks, benefits, & financial obligations of any legal position is reserved for the attorney-client relationship.*

**Disclaimer**

Until K&B PC has received both:

♦Fully executed fee agreement ♦All agreed upon advanced funds

Any and all contact:

(a) Is not legal advice;

(b) Shall not be construed as legal advice; and