Trust Administration

We assist clients grieving the death of a family member by providing trust administrative services, small estate distribution, spousal property petitions, trust division upon the death of a spouse, trust funding, and trust amendments. Important tax considerations must be made upon your loved one's death. This may include property tax, capital gains tax, income tax for tax deferred assets, and federal estate taxes. Additionally, if you are a surviving spouse it is important to understand "Portability" (see Glossary), so that you can preserve your spouse's exemption.


Bezaire & Leathers can also help you to remove your spouse's name, transfer assets, distribute assets and make all required notice according to California law. We will help you make a smooth transition.