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TRUSTS-DUTY TO ACCOUNT TO BENEFICIARIES
By: David L. Crockett, Attorney, CPA
Crockett Law Corporation
Crockett Law Corporation is a law firm that publishes content primarily focused on trusts, estates, and related tax issues. The firm provides detailed information on topics such as duties to beneficiaries, accounting procedures for personal property in trusts, and the taxation of trusts and estates. It also offers guidance on the estate planning process and the importance of funding living trusts. The content is authored by David L. Crockett, an attorney and CPA with a background from UCLA Law School and UC Berkeley. The firm’s publications serve to inform clients and the public about legal and financial aspects of estate planning and trust administration.
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Trusts-Accounting-Personal Property Procedures
TRUSTS – ACCOUNTING-
PERSONAL PROPERTY PROCEDURES
By: David L. Crockett, Attorney, CPA
THREE TAXES IN TRUSTS AND ESTATES
By: David L. Crockett, Attorney, CPA
UCLA Law School , J.D. ’69, UC Berkeley ’66
901 Dove St., Ste 120, Newport Beach, CA 92660
YOU WILL NEED TO FUND YOUR LIVING TRUST
David L. Crockett, Attorney, CPA, UCLA Law School , J.D. ’69, UC Berkeley ’66
901 Dove St., Ste 120, Newport Beach, CA 92660 Phone: 949-851-1771
Email: David@CLCNewport.com
THE ESTATE PLANNING PROCESS WITH YOUR LAWYER
By: David L. Crockett, Attorney, CPA
UCLA Law School , J.D. ’69, UC Berkeley ’66
901 Dove St., Ste 120, Newport Beach, CA 92660
TAX RETURNS TO FILE FOR REVOCABLE (LIVING) TRUSTS
By: David L. Crockett, Attorney, CPA
UCLA Law School , J.D. ’69, UC Berkeley ’66
901 Dove St., Ste 120, Newport Beach, CA 92660
FREQUENTLY ASKED QUESTIONS REGARDING ESTATE PLANNING
By: David L. Crockett, Attorney, CPA
UCLA Law School , J.D. ’69, UC Berkeley ’66
901 Dove St., Ste 120, Newport Beach, CA 92660
OVERVIEW OF ESTATE PLANNING By: David L. Crockett, Attorney, CPA UCLA Law School , J.D. ’69, UC Berkeley. B.S. ’66
Reasons for Estate Planning
People engage in estate planning to establish a comprehensive plan to cover what happens to their money and property in the event of disability or death or divorce. Each estate plan is custom tailored to your…
16 PITFALLS IN TRUST ADMINISTRATION
GENERIC OUTLINE OF BASIC TRUST ADMINISTRATION STEPS:
(Each step of administration can create serious pitfalls and problems if ignored)
1. Study of the trust documents to determine specific instructions i.e. what to do on death of first or…
COMPARISON OF WILLS & TRUSTS
By: David L. Crockett, Attorney, CPA
UCLA Law School , J.D. ’69, UC Berkeley ’66
901 Dove St., Ste 120, Newport Beach, CA 92660