Trust & Probate Administration
Stepping into the role of “Personal Representative” to handle your loved one’s trust, will, or probate estate can be an overwhelming experience. We have decades of experience helping individual and institutional administrators, executors, and trustees fulfill all their duties efficiently and cost-effectively. Although just a summary, below are many of the things we can help you with, and we’re always happy to answer your questions.
We’re happy to coordinate handling of funeral arrangements and expenses, in addition to the other fundamental processes associated with the passing of a loved one…
Locate, inventory, safeguard and consult on best practices for handling assets, including bank accounts, investment accounts, insurance policies, safe deposit boxes, personal property, real estate, and business interests…
Creditor Claims & Debts
We will examine and negotiate creditor claims, while also investigating and pursueing debts owed to your estate. Our attorneys will determine which of the decedent’s debts require payment, and which may not…
Tax Filing & Accounting
We prepare and file all income, estate, inheritance, income or gift tax returns required by state or federal authorities. Plus, we keep detailed records of all income, expenses, and estate transactions, then render accounting to the court and beneficiaries…
We handle all court filings, from petition and probate notes to closing. Save time and money by avoiding unecessary trips to probate court…
Distribution & Inheritance
We locate potential heirs and determine heirship (e.g., who gets what), calculate final costs of administration, including what you should be paid as the executor or representative, and determine final distributions to heirs and beneficiaries…
Kevin Yang is an associate in the Orange County office of RMO LLP. Kevin focuses on three areas of litigation: (1) representing businesses, business owners, directors, executives, members, officers, partners and shareholders in business litigation and commercial disputes, and in internal and external investigations; (2) representing beneficiaries, professional and corporate fiduciaries (administrators, executors, trustees, conservators, and guardians) in contested trust, estate and probate litigation; and (3) representing individual and institutional investors, executives, and financial institutions in securities and financial services litigation.