Trust Accounting
In estate settlement practices, the trustee must provide a clear and detailed accounting report to the beneficiaries of a trust. In some cases, all of the beneficiaries waive this requirement.
A trust account is a bank account in which the lawyer holds funds received in a fiduciary accounting capacity on behalf of or belonging to a client.
Trust Administration & Accounting Services
- Fiduciary Accounting
- Trust Accounting
Trust Administration (or living trust administration) is the process of settling a deceased person’s estate when his or her assets are titled in his or her living trust. Trust Administration is very similar to probate.
Michael B. Furman helps families and individuals with estate settlement services such as trust administration and trust accounting in San Diego and surrounding areas including the following communities: Rancho Bernardo, Vista, Cardiff, Cardiff-by-the-Sea, Carlsbad, San Diego, San Luis Rey Oceanside and other neighboring areas.
If you have questions or need help with managing or a trust, contact Michael B. Furman at 858-592-9493 or by sending a request through our online request form. We are dedicated to providing you the best advice and legal representation possible. Michael B. Furman has provided quality legal services for over 30 years. As a valued client, we guarantee you will receive the best quality of legal representation and advice available. We look forward to your call or email and look forward to helping you and your family with your legal matter.
