Extremely knowledgeable, patient, respectful and absolutely brilliant at composing legal correspondence. Adam is an excellent attorney at both preparing legal documents to avoid complications and litigating to help resolve complications.
Trust administration ensures the trustee complies with California state law and carries out the mandates of the trust as written. Upon the death of a settlor, the successor trustee assumes responsibility for the management of the trust. They then marshal assets, pay debts of the estate, and manage assets according to the terms of the trust which may include distribution to beneficiaries. It may also include holding assets in trust for the benefit of the beneficiaries.
FLG attorneys assist trustees in complying with their fiduciary duties. Trustees must pay final debts and taxes, determine who the beneficiaries are, notify the appropriate public agencies, and eventually distribute the trust assets per the terms of the trust. We remain engaged with the trustees throughout the entire process, offering guidance to help them inventory and value trust assets, notify beneficiaries, sell assets when needed, and distribute assets to subtrusts or directly to beneficiaries. Our San Jose living trust attorneys counsel clients to ensure they fully understand their fiduciary responsibilities and provide advice on how to best protect themselves from potential liability to the trust’s beneficiaries. Our trust attorneys also ensure trust beneficiaries are informed of the trust administration process.Â
There are many possibilities for missteps along the way, which can have drastic results for the trust and its beneficiaries. It is important for a trustee to work with an experienced trust attorney at Ferguson Law Group to ensure the proper administration of a trust.
Extremely knowledgeable, patient, respectful and absolutely brilliant at composing legal correspondence. Adam is an excellent attorney at both preparing legal documents to avoid complications and litigating to help resolve complications.
I have known Adam for the past ten years. He has been [an] advocate for many of my client’s estate planning needs. His professionalism and thorough knowledge of the law has been an asset to our community. Adam is a family man and understands the dynamics it takes to follow through with asking the right questions to follow through with any complex ideas that may arise from multiple generations. You will be thrilled to work with Adam.
Adam Ferguson was very helpful to me in determining whether to move forward with a law suit. In the end we decided against it, so I didn’t actually use his services. However he was extremely responsive to all of my questions, and took the time to explain carefully. I would not hesitate to use him if I had a case!
I would highly recommend working with Adam Ferguson from Ferguson Law Group. His informative advice and expertise in working with family members, pertaining to my Mother’s Trust, prepared us for the future and gave us suggestions for a better outcome that I never would have thought of. Thank you Adam!
Adam is extremely diligent and professional. We had a rare case and Adam was so nice in helping depose my family when one of my grandparents fell ill and passed away at a time their estate planning was an absolute mess. Adam and his team are extremely knowledgeable and well versed in the areas of estate and business planning. Highly recommend.
Adam helped us build our family trust and guided us through ALL the other documents we needed to have for our family should there be an emergency. He was smart and explained everything to us in a way we could understand so we felt confident in our documents. Adam also give me a great recommendation for a lawyer that works in a different specialty.
Adam and staff are a great team. My wife and I felt like we were valued as clients from the moment we met in his office. Adam sat down with us and explained trusts and answered all of our questions. His staff was always there to handle any other questions and concerns, appointments, etc. I was referred to the Ferguson Law Group by a client, and will definitely forward Adam’s contact to any friends and family who need to work with a trust attorney.
I have used the legal services of Adam Ferguson and his team for over 10 [years] with excellent results. He’s knowledgeable, reactive to my communications and I appreciate the thorough and accurate advice I have received. Specifically, I have used his estate planning, trust preparation, LLC and Incorporation assistance. If you’re looking for a bright, honest lawyer, be confident in choosing Adam.
My husband and I had been putting off updating our trust for quite awhile. Once we made the decision, we were glad we did. Working with Debra was so comfortable. She was very professional and thorough making sure we understood every page of the documents created for us before the final signing. The atmosphere in the office was pleasant and friendly.
We recommend Ferguson Law Group highly.
[Ferguson Law Group is] Great to work with, Debra was especially great. Appreciate her and Theresa willing to come in on a Saturday to accommodate us to sign documents. Very thorough and quick in their work. Had our estate binder less than a week after we signed and they took care of the retitling with the county for our house, etc. and thoroughly explained what we needed to do to make the changes on our bank accounts. Would highly recommend!!