Top Corporate Trustee attorney (California)

HESS-VERDON IS YOUR #1 SOUTHERN CALIFORNIA TRUST & ESTATE LAW FIRM

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.
  1. Corporate Trustee can manage multiple assets, including:
  1. Buying and selling assets
  2. Paying bills
  3. Filing tax returns
  4. Maintaining up-to-date records, 
  5. 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.

    Trustee & Co-Trustee Not Getting Along

    NEED A SECOND OPINION?

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    Contesting a Trust in California

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    Hess-Verdon & Associates
    A PROFESSIONAL LAW CORPORATION
    1-888-318-4430

    “See Our Testimonials”

    stars 5 Top Corporate Trustee Attorney Law Firm in Orange County, California

    “Absolutely top notch firm for handling all your estate planning matters.”

    Dean Williams

    Client Since 1995

    stars 5 Top Corporate Trustee Attorney Law Firm in Orange County, California

    “Definitely a firm that will “fight to the finish.”

    Frances Gruben

    Client Since 2010

    stars 5 Top Corporate Trustee Attorney Law Firm in Orange County, California

    “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