Law Offices of David M. Grossman ATTORNEY AT LAW

Probate Lawyer | Trust Administration Attorney

Upland and Palm Desert Probate Attorney and Trust Administration Lawyer David Grossman can help you wind down the affairs of a deceased loved one and settle their estate. Mr. Grossman understands the loss of a loved one brings many uncertainties, and he is focused on helping you through this difficult time in the most efficient and effective manner. As an experienced Probate Lawyer and Trust Administration Attorney, David M. Grossman is prepared to help you and your family with the complex legal requirements and procedural regulations which must be completed after a loved one passes away. As a senior himself, Mr. Grossman has focused his practice on the issues facing seniors and their families. He understands the grieving that a family goes through when a loved one passes, and he strives to give clients the peace-of-mind of knowing their affairs are being properly handled. Whether your loved one had a will or trust, or if there was no will, the estate will need to be settled through the state of California in a legally appropriate way. The Law Offices of David M. Grossman is prepared to handle all of the details for you. Contact Trust Administration Attorney and Probate Attorney David Grossman today by calling (909) 949-2812 or (760) 837- 9766 to arrange for a complimentary consultation. He will take the time to thoroughly review your situation, answer your questions, and discuss your estate administration options.

Will the Estate Need to Go Through the Probate Process?

Every estate does not need to go through the complicated and detailed probate process. Estate Administration Attorney David Grossman is highly knowledgeable about California’s probate statutes. He can evaluate your situation and help determine what procedures to follow. Some assets and real estate, depending on value and the way they are titled, may be exempt from probate. Probate Lawyer David Grossman stays up-to-date on changes in probate law, and he can guide you through the entire process. If you are the executor who needs to probate a will, we are prepared to help you successfully carry out your duties. The executor of a will or trust must protect the interests of the estate while following through on the desires of the decedent. This fiduciary duty includes identifying, inventorying, and distributing assets to heirs and beneficiaries. Probate Attorney David Grossman is also a skilled estate planning attorney. He often helps clients avoid the probate process, safeguard their assets, maximize the inheritance to heirs and beneficiaries, and avoid unnecessary tax obligations. This can often be accomplished through the estate planning process.

What is the Trust Administration Process?

When a trust is involved, the trustee of the estate has a great amount of responsibility to distribute the trust assets in the manner indicated by the trustor. As an experienced Trust Administration Lawyer, Mr. Grossman can help you at every step, including managing trust assets, preparing trust accountings, filing tax returns, and distributing assets to beneficiaries. It is critical the trustee obtain the advice of a knowledgeable trust administration lawyer because any mistake or omission, however minor, may open the trustee up to personal liability. Mr. Grossman can help ensure that the provisions of the trust are fulfilled. As a skilled Estate Planning Lawyer, Mr. Grossman can create a customized trust to help your estate avoid the expense and time associated with probate.

What Happens When There is No Will?

When a person dies without first establishing a valid will, the court may identify someone to help settle the estate through a process called intestate succession. Without a will, or when a trust or will is poorly written, family members and other interested parties may contest the will or trust which may necessitate the need for probate litigation or trust litigation.

Contact Our Trust Administration Attorney and Probate Lawyer Today

For any trust administration or probate matter, contact Estate Administration Lawyer David Grossman. Due to his unique insight into probate and trust matters, and his extensive experience and education, Mr. Grossman is highly qualified in legal matters facing seniors and their families in California. Call (909) 949-2812 or (760) 837-9766 to schedule a complimentary initial consultation. Elder Law Attorney David Grossman can also be reached online. Please complete our Case Evaluation Form, and we will arrange for a convenient consultation. The Law Offices of David M. Grossman is dedicated to making probate and trust administration as efficient and economical as possible in order to relieve these burdens from surviving family members. We serve clients from offices in Upland and Palm Desert.
Offices Conveniently Located in Upland and Palm Desert
818 N. Mountain Avenue, Suite 111 Upland, CA 91786 Phone: (909) 949-2812 Fax: (909) 949-3077 info@dmgrossmanlaw.com
72-960 Fred Waring Drive, Suite 16 Palm Desert, CA 92260 Phone: (760) 837-9766 Fax: (909) 949-3077 info@dmgrossmanlaw.com
Contact Us
“In civilized life, law floats in a sea of ethics. Each is indispensable to civilization. Without law, we should be at the mercy of the least scrupulous; without ethics, law could not exist.” Chief Justice Earl Warren
Effective Solutions for Seniors…Empathy. Understanding. Trust
Free Consultation (909) 949-2812 or (760) 837-9766
The information contained herein is for information purposes only and should not be construed as legal advice. You should not act or fail to act based on the information on this website. The content contains general information only, and may not reflect recent changes to the law. All cases differ – please contact an attorney in your area to get legal advice as it pertains to your case.
Law Offices of David M. Grossman ATTORNEY AT LAW
Effective Solutions for Seniors… Empathy. Understanding. Trust
Free Consultation (909) 949-2812 or (760) 837-9766
Offices Conveniently Located in Upland and Palm Desert
“In civilized life, law floats in a sea of ethics. Each is indispensable to civilization. Without law, we should be at the mercy of the least scrupulous; without ethics, law could not exist.” Chief Justice Earl Warren
818 N. Mountain Avenue, Suite 111 Upland, CA 91786 Phone: (909) 949 - 2812 Fax: (909) 949 - 3077 info@dmgrossmanlaw.com
72-960 Fred Waring Drive, Suite 16 Palm Desert, CA 92260 Phone: (760) 837-9766 Fax: (909) 949-3077 info@dmgrossmanlaw.com
Disclaimer: The information contained herein is for information purposes only and should not be construed as legal advice. You should not act or fail to act based on the information on this website. The content contains general information only, and may not reflect recent changes to the law. All cases differ – please contact an attorney in your area to get legal advice as it pertains to your case.
Probate Lawyer | Trust Administration Attorney
Upland and Palm Desert Probate Attorney and Trust Administration Lawyer David Grossman can help you wind down the affairs of a deceased loved one and settle their estate. Mr. Grossman understands the loss of a loved one brings many uncertainties, and he is focused on helping you through this difficult time in the most efficient and effective manner. As an experienced Probate Lawyer and Trust Administration Attorney, David M. Grossman is prepared to help you and your family with the complex legal requirements and procedural regulations which must be completed after a loved one passes away. As a senior himself, Mr. Grossman has focused his practice on the issues facing seniors and their families. He understands the grieving that a family goes through when a loved one passes, and he strives to give clients the peace-of-mind of knowing their affairs are being properly handled. Whether your loved one had a will or trust, or if there was no will, the estate will need to be settled through the state of California in a legally appropriate way. The Law Offices of David M. Grossman is prepared to handle all of the details for you. Contact Trust Administration Attorney and Probate Attorney David Grossman today by calling (909) 949-2812 or (760) 837-9766 to arrange for a complimentary consultation. He will take the time to thoroughly review your situation, answer your questions, and discuss your estate administration options. Will the Estate Need to Go Through the Probate Process? Every estate does not need to go through the complicated and detailed probate process. Estate Administration Attorney David Grossman is highly knowledgeable about California’s probate statutes. He can evaluate your situation and help determine what procedures to follow. Some assets and real estate, depending on value and the way they are titled, may be exempt from probate. Probate Lawyer David Grossman stays up-to-date on changes in probate law, and he can guide you through the entire process. If you are the executor who needs to probate a will, we are prepared to help you successfully carry out your duties. The executor of a will or trust must protect the interests of the estate while following through on the desires of the decedent. This fiduciary duty includes identifying, inventorying, and distributing assets to heirs and beneficiaries. Probate Attorney David Grossman is also a skilled estate planning attorney. He often helps clients avoid the probate process, safeguard their assets, maximize the inheritance to heirs and beneficiaries, and avoid unnecessary tax obligations. This can often be accomplished through the estate planning process. What is the Trust Administration Process? When a trust is involved, the trustee of the estate has a great amount of responsibility to distribute the trust assets in the manner indicated by the trustor. As an experienced Trust Administration Lawyer, Mr. Grossman can help you at every step, including managing trust assets, preparing trust accountings, filing tax returns, and distributing assets to beneficiaries. It is critical the trustee obtain the advice of a knowledgeable trust administration lawyer because any mistake or omission, however minor, may open the trustee up to personal liability. Mr. Grossman can help ensure that the provisions of the trust are fulfilled. As a skilled Estate Planning Lawyer, Mr. Grossman can create a customized trust to help your estate avoid the expense and time associated with probate. What Happens When There is No Will? When a person dies without first establishing a valid will, the court may identify someone to help settle the estate through a process called intestate succession. Without a will, or when a trust or will is poorly written, family members and other interested parties may contest the will or trust which may necessitate the need for probate litigation or trust litigation. Contact Our Trust Administration Attorney and Probate Lawyer Today For any trust administration or probate matter, contact Estate Administration Lawyer David Grossman. Due to his unique insight into probate and trust matters, and his extensive experience and education, Mr. Grossman is highly qualified in legal matters facing seniors and their families in California. Call (909) 949-2812 or (760) 837-9766 to schedule a complimentary initial consultation. Elder Law Attorney David Grossman can also be reached online. Please complete our Case Evaluation Form, and we will arrange for a convenient consultation. The Law Offices of David M. Grossman is dedicated to making probate and trust administration as efficient and economical as possible in order to relieve these burdens from surviving family members. We serve clients from offices in Upland and Palm Desert.
Contact Us