Advice for California Fiduciaries

Professional Fiduciaries
Private, Individual Fiduciaries
Bank Trust Departments


Milton Berry Scott
Attorney at Law
800 South Broadway, Suite 207
Walnut Creek, CA 94596-5227
(925) 945-1480
email: mbscott@calfiduciaryadvisor.com

Berry This video explains the services
offered by Cal Fiduciary Advisor.


Our Services:

  • Probate Administration
  • Trust Administration

Fiduciary Duties:

Set Forth in:

  • California Probate Code (includes trust provisions)
  • California Case Law (legal decisions)
  • California Rules of Court
  • Rules of Court for individual counties in California

Taxation:

  • Federal Estate and Trust taxation
  • California Estate and Trust taxation
  • Federal Estate Tax
  • Federal Gift Tax
  • Federal Generation Skipping Transfer Tax
  • Real Estate Taxes and Exemptions