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Experienced California Trust Administration Attorney

With more than 30 years of experience, attorney Kathryn M. Murphy possesses in-depth knowledge about all aspects of trusts and estate issues, including:

  • Estate planning
  • Estate tax issues
  • Executorship duties
  • Guardianship
  • Powers of attorney and advance health care directives
  • Living trusts creation and funding
  • Probate
  • Will drafting and execution

Trust administration

Trust administration requires meticulous attention to detail, a comprehensive knowledge of the law and a dedication to client service. If you are seeking an attorney who can assist you with trust administration, Kathryn M. Murphy can help.

Kathryn M. Murphy not only drafts trusts, but immediately helps you fund the trusts with assets such as real property, stocks, bonds and other types of personal property. We assist trustees in managing trust property throughout the life of the trust.

After the death of the first spouse, our office will help you with the next phase of trust administration — dissolving the original trust and creating two or three trusts in which to transfer property. Determining whether to create an A, B or C trust, or a spousal, bypass or marital trust (commonly a QTIP trust) can be complex, requiring the assistance of an attorney experienced in trust administration. With the assistance of appraisers and tax consultants, we will advise you about what trusts to create and what property to transfer into them. We will help you deal with any income tax or accounting issues that may arise related to these newly created trusts.

When the second spouse passes away or when the trust was created by a single person, we will help the new trustee interpret trust documents, understand his or her duties as a trustee, and ensure that the trust is managed and dissolved correctly. We will guide you from creating the initial trust until dissolving the final trust.

Whether you are a beneficiary or a trustee, an experienced trust administration attorney can help you assert your rights and ensure that your financial interests are protected.

Contact the trust administration lawyer, Kathryn M. Murphy

Call Kathryn M. Murphy at 510-845-8737 or contact us online to schedule your consultation in our Berkeley or San Francisco offices.