How To Distribute Trust Assets

 

If you are a trustee, after distributing the accounting, the trustee’s report, and the proposed plan of distribution (and ensuring that everyone agrees), you can begin to distribute the trust’s money, real estate, stocks, or bonds. But exactly how do you distribute trust assets? What is the process of distributing trust assets?

As a trustee, you’ll need to ensure that the trust assets are properly distributed as planned. In this video Gary Winter, Managing Attorney at Lawvex discusses how to distribute trust assets, prepare change of ownership forms, California’s property tax reassessment, and exemptions.

If you are a beneficiary of a family trust fund, or if you are a trustee distributing trust assets, then there are many topics to understand how trust fund distributions can be properly executed. We hope this episode of our Trust 101 series lets you gain a better understanding of these topics.

Stay tuned for other episodes!

Save yourself from Legal Frustrations. https://lawvex.com/

 

The following two tabs change content below.

Lawvex

At our core, Lawvex believes that major changes in the legal industry are long overdue. Thanks to advancements in various technologies, as well as common sense and compassion for our clients, we have developed an innovative approach to the practice of law, as well as the attorney-client relationship where you will experience an open and transparent solution to your legal needs.

Latest posts by Lawvex (see all)

%d bloggers like this: