Estate & Trust Administration

Weinstock, Manion, Reisman, Shore & Neumann

—A Law Corporation—

Los Angeles, California

Financial decisions made by the administrator of an estate or trust can have enormous tax and other financial implications for both current and future beneficiaries. For these reasons, our estate and trust administration practice often involves an extraordinary amount of collaboration between estate, taxation, and financial specialists.

As with much of our practice, these complementary areas of expertise are deliberately built into the firm’s structure in order to develop the most thoughtful and considered estate and trust administration strategies.

With 47 years of excellent service and strong roots in the Los Angeles community, we do our utmost to honor the trust placed in us by our clients. And because we have worked with up to four generations within a single family, we view our role as advisors and counselors in multi-generational terms.

Our attorneys provide expert planning and service in the full range of estate and trust administration-related functions including:

• Efficiently managing and preserving estate and trust assets, while avoiding tax liabilities both now and in the future
• Providing liquidity and maximizing the estate or trust income for both the current and future beneficiaries needs
• Efficient administration of probate and trust estates
• Transfers of business interests to beneficiaries in a tax-minimizing manner
• Innovative trust approaches including the use of Total Return Unitrusts (TRUs)
• Reducing income and estate taxes on the receipt of benefits for beneficiaries
• Estate, trust, and conservatorship litigation
• Will contests

The small size and stability of our firm along with the very personal nature of Trust and Estate Law have engendered decades-long attorney-client relationships within our practice. We see these relationships not as a by-product of our activities, but as a necessity in becoming true stewards of our clients’ trust.