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Corporate Trustee Attorney Law Firm

Corporate Trustee Attorney Law Firm

Orange County, California

Hess-Verdon & Associates PLC represents some of the largest bank and trust companies in California for over 30 years!

Top Corporate Trustee attorney (California)

Corporate Trustee definition

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.

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.

Moreover, a corporate trustee is familiar with different kinds of trusts and various estate planning and tax strategies. CORPORATE TRUSTEE STRENGTHS

  1. Years of Experience: Corporate Trustees manage various amounts of trusts daily, so with that comes years and depth of experience.
    • Corporate Trustee can manage multiple assets, including:
      • Buying and selling assets
      • Paying bills
      • Filing tax returns
      • Maintaining up-to-date records,
      • Distribution of income and assets
  • Higher protection for your wealth: Corporate trustees are regulated by both the federal agencies and state agencies, and most courts consider them “experts.”
  • Corporate Trustees follow trust instructions objectively and faithfully: Often, a family member may have different objectives and see things a bit different, but due to the longevity of working with Trusts, the Corporate Trustee stays faithful to the wishes of the Trustor.

Selecting a Trustee is an important responsibility. Choosing a Corporate Trustee allows for an in-depth experience in managing unique trust assets such as oil & gas, private equity, real estate, and closely-held businesses. Why Choose Us? Why Hess-Verdon Law Firm? We Protect Your Rights! For over 30+ years, our experience in estate planning, business, and commercial litigation allows us to gear up more quickly and handle your case more efficiently. You receive answers to substantive law questions and recommendations for settlement or litigation strategy sooner and with less research time.

Our firm can make a difference in your case! We efficiently and economically work to secure a results-driven outcome! Hess-Verdon & Associates is one of the most reliable and most sophisticated law firms — experienced in the state of California at both the trial and appellate levels. Our law firm has spent years acquiring extensive experience in trial preparation, strategy, and trial presentation to help you with your specific case.

Trust &Amp; Probate Litigation AttorneyCall Us At 949-706-7300

Trust Administration

Are you looking for a trust administration in the Newport Beach area? When it comes to the practice of Trust and estates, it can be difficult finding an attorney that’s experienced in handling your specific issues.

Request a consultation today.

With over 30+ years of law, 3000+ clients throughout our tenure,
you can receive in-depth legal counsel today.

Trust administration manages the assets in a trust according to the Trust’s terms to benefit the heirs and beneficiaries following the grantor’s death. Trust administration is a multi-step process that involves mountainous paperwork and dealings with courts. Working with a trust attorney can be instrumental in streamlining the whole process.