Examples of
Probate, Conservatorship and Trust matters handled
by
Robert I. Long and the Law
Office of Robert I. Long:
- Representation
of personal representatives in decedent estate and conservatorship
matters from inception to conclusion. Services include preparing the
initial petition, publication of required notices, securing a
fiduciary bond, communicating with the court-appointed referee
and/or investigator, completion of the Inventory and Appraisal,
preparing required accounts and reports of administration, preparing
a Petition for Instructions as needed, appearing at hearings,
assisting with sales including sales of real property, and
obtaining, as appropriate, an Order for Final Distribution, a
Discharge Order or other order completing the case.
Since 1984, Robert I. Long
has at all times had probate, conservatorship and trust matters
pending in courts throughout Southern California. The average
length of time for a straightforward decedent probate case, start to
finish, is about 10 months if there are no real property sales.
- Initiating
court proceedings on behalf of a beneficiary to compel a trustee to
account and, in a proper case, having the trustee replaced and/or
surcharged (fined).
- Representing
the proponent or the contestant in a will contest or trust contest.
- Advising
trustees in the course of trust administration, and representing
them in legal actions brought against them or the trust, e.g., by a
creditor of the Settlors (the individuals who established the
trust).
-
Setting
up a Special Needs Trust (SNT) for a disabled individual or someone
unable to manage his or her own financial affairs, and representing
or advising the Trustee or the Beneficiary.
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