Consult Tim Kelly for Estate and Trust Taxation Concerns

Working hand-in-hand with your trust administration or Probate attorney, Tim may be retained to ensure you are in full compliance with the tax obligations of a fiduciary, whether as trustee of a trust, or the personal representative of an estate. Issues such as research into possible tax debt, appropriate tax return filing obligations and most importantly to a fiduciary, the threat of being held personally liable for the tax liability of an estate or trust, require an expert knowledge of state and federal tax law. 

Tim is Certified as a Specialist in Taxation Law by the Board of Legal Specialization of the State Bar of California, a credential held by a tiny fraction of California lawyers.

Contact Office Manager Lynn Kelly at lynn@timkelly.com to arrange for a consultation with Tim about these issues.