600 El Camino Real, 2nd Floor, P.O. BOX 279, San Bruno, California 94066

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Trust Administration

Trust administration involves the management of trust property for the benefit of the trust beneficiaries according to the trust document’s terms. Here at Ross, Hackett, Dowling, Valencia & Walti, our goal is to provide trust administration services at minimal cost and expense to the trust estate thereby reducing otherwise expensive litigation costs in trust matters. Our clients range from individuals to corporate executors; no case is too large or complex.

Our administration services include:
– Marshalling trust assets
– Handling trust debts, expenses, and Creditor’s Claims
– Management of trust property and assets, including:

o Continuation or participation in the operation of any trust business or enterprise
o Dissolution of any trust business or enterprise
o Investment of trust assets
o Acquiring or selling trust property
o Improve, manage, develop, or partition trust property
o Pay administrative bills and expenses
o Lease trust property
o Distribution of trust property to beneficiaries

– Ensuring compliance with the trust document
– Record keeping and preparation of accounting and tax returns
– Prosecute or defend actions, claims, or proceedings that involve trust property
– Termination of the trust upon completion

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