Legal Question in Wills and Trusts in California

Settling an estate - do I really need an attorney?

So far, I've had no problem gaining control over my parents trust accounts as I am the trustee and executor on the estate. I assume an adviser would be helpful in interpreting the tax savings design of the trusts in order to correctly follow their instructions of how they're to be distributed. Can I interpret and follow the trust instructions on my own? If it's recommended that I get professional help, do I need an attorney or can an estate accountant (the one who would do the 706) advise me on this? For what else might I need an attorney that the estate accountant can't do or advise me on?

Thanks for your anticipated help.


Asked on 1/12/07, 3:05 pm

1 Answer from Attorneys
Vandad Moheban Moheban Law Firm

Re: Settling an estate - do I really need an attorney?

You have raised several questions. In order to best address the issues presented in your inquiry, our office would be happy to provide you with a free 30 minute telephone consultation. Please feel free to contact our office, toll free, at 1.877.MOHEBAN. Ask for Vandy Moheban, Esq. www.lmapc.com

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Answered on 1/24/07, 1:16 pm


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