PRACTICES in California & Beyond

Probate / Trust Administration

Archer Norris attorneys can assist in winding up estates whether or not the decedent had a will or a living trust. We often represent the executor or other family members in a probate action, or in the administration of a trust, along with other aspects of estate administration or family disputes.

Focus on Excellence in Probate Matters

Archer Norris offers an aggregate of more than  35 years of experience in the post-death administration of estates, including probate proceedings in counties throughout the State of California following the passing away of a friend or family member. We provide counsel for:

  • Petitions for Probate
  • Spousal Property Petitions
  • Section 13101 Declaration
  • IRS notifications

Advising on Trust Administration Throughout California

We provide counsel in the administration of trusts after the death of a settlor, including:

  • Affidavit – Death of Joint Tenant
  • Affidavit – Death of Trustee
  • Trustee Certification of Trust
  • Notices to the IRS and FTB
  • Funding of subtrusts after death
  • Administration of Children’s Trusts
  • Administration of Irrevocable Trusts
  • Preparation of Form 706, Estate Tax Return
  • Grant Deeds transferring real property to beneficiaries
NameTitlePhoneEmailV-card
Chang, L. Robin Associate925.930.6600 email vcard
Gray, Michael Special Counsel949.975.8200 email vcard
Lacey, Pamela Special Counsel949.975.8200 email vcard
Peiser, J. Virginia Of Counsel925.930.6600 email vcard
Ward, Matthew Special Counsel949.975.8200 email vcard

 

Fast Facts

  • Excel in handling complex matters - negotiating financial and business agreements involving hundreds of millions of dollars.
  • Legal resources to meet the challenge of the competitive marketplace.