Atchison , Barisone , Condotti & Kovacevich

We help families with administering the terms of a trust. Barbara Choi has the expertise to help you successfully administer any trust, including: Successor trustees Property division and distribution Tax assistance Management and investment issues Record keeping and accounting Creditor issues Ms. Choi will review the trust to find out what assets and property are held in the trust and to ensure that tax advantages are being maintained. To legally transfer ownership of property held in the trust to beneficiaries, she can prepare deeds for real estate and determine the assignments of real property. Contact our estate planning law firm by phone or email to establish a mutually convenient meeting time in our downtown Santa Cruz location, or in special circumstances, in your hospital, nursing home, or home.