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San Diego, California Wills & Trusts Attorney

Once a trust is established by a grantor, its operation must be overseen by a qualified administrator. This trustee manages the investment of funds and distribution of assets according to the grantor’s design contained in the trust’s documents. Trust administration requires careful attention to each detail of the grantor’s wishes. A conscientious trustee must have comprehensive knowledge of the law and be scrupulous regarding client service. For more than 35 years, wills and trusts attorney Harold G. Ayer has provided highly ethical and reliable administration to a variety of trusts, maintaining the fiscal strength of these entities to serve beneficiaries through the intended life of the trust. He is available to provide administration services to new clients on a wide variety of trusts, including:

  • Credit shelter trusts (CST)
  • Incentive trusts
  • Living trusts
  • Generation-skipping trusts
  • QTIP trusts
  • Charitable remainder trusts
  • Irrevocable life insurance trusts

Meticulous administrative services

Attorney Ayer has extensive experience in all duties expected of a trust administrator, including:

  • Investment of assets
  • Management of assets
  • Preparation of accountings
  • Preparation of tax returns
  • Distributions to beneficiaries

Advice to trustees

A trustee can be personally liable for mistakes or omissions that result in losses for the trust. Harold G. Ayer offers sound advice to trustees to ensure accurate and complete compliance with all aspects of trust administration. If you have been named a trustee, he strongly recommends that you retain professional assistance from a trustworthy source. As an established law firm with a long record of success in trust administration in California, Harold G. Ayer A Professional Law Corporation can help.

Draft your living will and last will and testament

A will is essential at every stage of your life. Your living will sets the parameters for medical intervention should you become incapacitated. This assures that when you are most vulnerable, your wishes will be honored.

Your last will provides the opportunity to distribute your property, establish care for your children and otherwise express your wishes upon your death. A will is necessary if you intend to leave property to a person or entity other than a blood relative, such as a domestic partner, a friend or a charity. If you die without a will, the court determines how your property is distributed, who cares for your children and even what happens to your pet – making decisions that might not reflect your desires.

Harold G. Ayer can draft valid wills that ensure your intentions are honored.

Changing your will

As your life changes, so might your estate plan. You may need to update your will throughout your life. Harold drafts valid codicils that address changes in your financial situation, marital status, number of children, philanthropic interests and general lifestyle decisions.

Contact an experienced wills and trusts attorneyin San Diego today

To schedule an appointment with Harold G. Ayer A Professional Law Corporation, call 619-563-5404 or contact attorney Harold Ayer online.