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TRUSTS-DUTY TO ACCOUNT TO BENEFICIARIES
By: David L. Crockett, Attorney, CPA
Orange County Estate Planning Lawyer Blog
The Orange County Estate Planning Lawyer Blog, published by Crockett Law Corporation, focuses on topics related to estate planning, trusts, and tax implications within trusts and estates. The blog covers practical aspects such as duties of trustees, accounting procedures for personal property in trusts, and the necessity of funding living trusts. It also discusses the overall estate planning process and the interaction between clients and their lawyers. The content is authored by David L. Crockett, an attorney and CPA, providing insights into legal and financial considerations in estate planning.
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Latest from Orange County Estate Planning Lawyer Blog
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