Estate & Trust Litigation Attorney

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Call (925) 390-3222

We can help you sort out your trust issues, even if they are complex.

If you have been designated as the successor trustee of a trust, it is recommended that you meet with an attorney to find out what your duties are.  As a trustee, you have fiduciary duties, duties to account, you may need to file one or more tax returns, and some of these duties and obligations have deadlines.

  • You will also need to send a copy of the trust to beneficiaries.  But which ones?  All of them?
  • You will need to pay expenses and liabilities of the trust as well, but what if there is not sufficient money or assets to pay everyone?
  • Discuss the threat of trust litigation and how an experienced trust litigation attorney can help avoid common pitfalls.
  • Finally, you have a duty to account to the beneficiaries, and there is the potential for liability if you fail to do so.

A lawyer can help you review your trust and advise you on the best way to handle these difficult issues.

We can help you with tax issues, too.

Mendes Weed, LLP, can also assist you with tax issues that arise while you are administering the trust. Whether there are past owed taxes, or if you just need advice on whether there are estate or income tax issues, we are here to help.

At Mendes Weed, LLP, we understand being named as a successor trustee may be stressful, especially if you are serving as a successor trustee for a loved one who has just passed away.  We can assist you in administering the trust, meeting your obligations, and defending your actions in the event they are questioned by any of the beneficiaries.

If you have questions about your duties and obligations as trustee, or the benefits of an experienced trust litigation attorney, please feel free to reach out to us today.

Office of Tax Appeals Hearing – 1031 Exchange

Office of Tax Appeals Hearing – 1031 Exchange

On April 27, 2018, the partners from Mendes Weed, LLP represented a taxpayer before the Office of Tax Appeals (OTA). As of the date of this blog posting, Mendes Weed, LLP is one of only a handful of firms to have gone before the OTA because the OTA has only been...

My Experience before the Office of Tax Appeals

My Experience before the Office of Tax Appeals

If you dispute an income tax matter with the Franchise Tax Board (FTB), and timely file a protest, you may find yourself before the Office of Tax Appeals (OTA). Prior to 2018, your appeal would have been heard by the Board of Equalization (BOE).  Now, as...

[Video] CA Tax & Licensing Overview for Cannabis Businesses

https://youtu.be/jb-c23BKtQ4 If you are interested in the California tax and licensing overview for cannabis businesses, you should consider the following information: Licensing of Cannabis The Bureau of Cannabis Control (BCC) is the lead agency in developing...

Christina Weed  CBLS Tax Law

 

PHONE: 925.390.3222

FAX: 925.301.8667

 

Mendes Weed, LLP offices are located in Walnut Creek and our skilled attorneys provide family, tax, business, and trust law assistance for clients. For your convenience, we also have attorneys' offices in San Francisco and Sacramento by appointment only.

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Walnut Creek Main Office

1990 N. California Boulevard
Suite 1020
Walnut Creek, CA 94596

Oakland Office

66 Franklin Street
Suite 300
Oakland, CA 94607

By appointment only.

San Francisco Office

 

By appointment only.

Sacramento Office

770 L Street
Suite 950
Sacramento, CA 95814

By appointment only.