Hess-Verdon & Associates

Corporate Trustee Representation

Corporate Trustee Representation

COMPLIANCE AND DISPUTES

A corporate trustee is the bedrock of asset management and personal service. A corporate trustee is a bank trust department or trust company. Many times, a family will have a family member or close friend act with them as co-trustee.

Corporate Trustee Representation

Here at Hess-Verdon & Associates, PLC, we work with the following and know the latest developments in the administrative, legal, and the transactional environment in which corporate trustees operate.

  1. Corporate Trustees
  2. Custodians
  3. Collateral agents
  4. Escrow agents

As a Corporate Trustee attorney, Hess-Verdon & Associates recognizes the importance of a bank or trust company as a trustee of a trust. Corporate trustees work at the highest level due to the in-depth experience of acting as a trustee. Corporate Trustees are continuously training to keep up their licenses. Professional Corporate Trustees are licensed and regulated by the state of California and have strict ethical guidelines. 

Contact Us Today
Estate Planning
Corporate Trustee Overview
“Absolutely top notch firm for handling all your estate planning matters.”
Dean Williams

Client Since 1995

Corporate Trustee Overview
“Definitely a firm that will “fight to the finish.”
Frances Gruben

Client Since 2010

Corporate Trustee Overview
“I have been working with this firm since 1994; you can’t beat a firm like this, that is so ethical and competent.”
Dixie Fisher

Client Since 1994

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ADDRESS

Hess-Verdon & Associates, PLC
620 Newport Center Drive Suite 1400
Newport Beach, California, 92660
Office: (949) 706-7300 
Toll Free: (888) 318-4430

Copyright © 2022 Hess-Verdon, PLC. All rights reserved. The information on this website is for general information purposes only. Nothing on this site should be taken as legal advice for any individual case or situation. This information is not intended to create, and receipt or viewing does not constitute, an attorney-client relationship. The verdicts and settlements listed on this site are intended to be representative of cases handled by Hess-Verdon & Associates, PLC. These listings are not a guarantee or prediction of the outcome of any other claims. The information contained on this website is not tax or legal advice and is not a substitute for such advice. State and federal laws change frequently, and the information in this article may not reflect your own state’s laws or the most recent changes to the law. For current tax or legal advice, please consult with an accountant or an attorney.

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Request a Case Review Today Call us at 888-318-4430Duties of an Executor of an estate What They Can and Cannot Do An executor is a person who has the legal responsibility to carry out the instructions of a will. The duties of an executor can be complicated and...

Does an Executor Have to Show Accounting

Request a Case Review Today Call us at 888-318-4430Does an executor have to show accounting to beneficiaries? Once an individual passes away, their estate is appointed an executor to fulfill the deceased's wishes. Their primary duty is to distribute the assets among...

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Request a Case Review Today Call us at 888-318-4430Beneficiary Living in Inherited house.  Buyout? Petition to Partition? Evict? Purchase? Repair? You recently lost a parent or other loved one, and as a result, you've inherited a house. It's essential to take your...

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Request a Case Review Today Call us at 888-318-4430What are the Advantages of a Trust? What You Should Know! Trusts and a last will and testament are two components vital to an estate planning process. While most people understand the last testaments and wills, they...

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Request a Case Review Today Call us at 888-318-4430Who are the parties in an estate Trust and Estate Overview Living trusts are critical in estate planning. Understanding the parties involved in estate planning helps you prepare and create an estate plan that works...

Hess-Verdon

JOIN HESS-VERDON CHARITABLE GIVING PROGRAM

We are excited to be able to offer 501(c)(3)’s the ability to accept charitable remainder trusts
Learn more about receiving trust donations.

ADDRESS

Hess-Verdon & Associates, PLC
620 Newport Center Drive Suite 1400
Newport Beach, California, 92660
Office: (949) 706-7300 
Toll Free: (888) 318-4430

Copyright © 2022 Hess-Verdon, PLC. All rights reserved. The information on this website is for general information purposes only. Nothing on this site should be taken as legal advice for any individual case or situation. This information is not intended to create, and receipt or viewing does not constitute, an attorney-client relationship. The verdicts and settlements listed on this site are intended to be representative of cases handled by Hess-Verdon & Associates, PLC. These listings are not a guarantee or prediction of the outcome of any other claims. The information contained on this website is not tax or legal advice and is not a substitute for such advice. State and federal laws change frequently, and the information in this article may not reflect your own state’s laws or the most recent changes to the law. For current tax or legal advice, please consult with an accountant or an attorney.

RECENT POSTS

Duties of an Executor of an Estate. What You Should Know!

Request a Case Review Today Call us at 888-318-4430Duties of an Executor of an estate What They Can and Cannot Do An executor is a person who has the legal responsibility to carry out the instructions of a will. The duties of an executor can be complicated and...

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Request a Case Review Today Call us at 888-318-4430Does an executor have to show accounting to beneficiaries? Once an individual passes away, their estate is appointed an executor to fulfill the deceased's wishes. Their primary duty is to distribute the assets among...

Beneficiary Living in Inherited House. What to Know!

Request a Case Review Today Call us at 888-318-4430Beneficiary Living in Inherited house.  Buyout? Petition to Partition? Evict? Purchase? Repair? You recently lost a parent or other loved one, and as a result, you've inherited a house. It's essential to take your...

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Request a Case Review Today Call us at 888-318-4430What are the Advantages of a Trust? What You Should Know! Trusts and a last will and testament are two components vital to an estate planning process. While most people understand the last testaments and wills, they...

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Hess-Verdon

JOIN HESS-VERDON CHARITABLE GIVING PROGRAM

We are excited to be able to offer 501(c)(3)’s the ability to accept charitable remainder trusts
Learn more about receiving trust donations.

ADDRESS

Hess-Verdon & Associates, PLC
620 Newport Center Drive Suite 1400
Newport Beach, California, 92660
Office: (949) 706-7300 
Toll Free: (888) 318-4430

Copyright © 2022 Hess-Verdon, PLC. All rights reserved. The information on this website is for general information purposes only. Nothing on this site should be taken as legal advice for any individual case or situation. This information is not intended to create, and receipt or viewing does not constitute, an attorney-client relationship. The verdicts and settlements listed on this site are intended to be representative of cases handled by Hess-Verdon & Associates, PLC. These listings are not a guarantee or prediction of the outcome of any other claims. The information contained on this website is not tax or legal advice and is not a substitute for such advice. State and federal laws change frequently, and the information in this article may not reflect your own state’s laws or the most recent changes to the law. For current tax or legal advice, please consult with an accountant or an attorney.

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