December 2015

Sandra Price co-authors new edition of CEB’s Action Guide, “Handling Postmortem Trust Administration”

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Sandra Price, Estate Planning Attorney at Sideman & Bancroft, co-authored “Handling Postmortem Trust Administration: A checklist: Here’s How and When to Do It” alongside Richard Gorini and Vicki Thorburn.  The guide is published by the California Continuing Education of the Bar.

The guide includes:

  • Initial Steps
  • Inventorying, Valuing, and Managing Trust Assets (including different types of business entities)
  • Trust Liabilities
  • Inventorying, Valuing, and Managing Nontrust Assets
  • Administering Trust
  • Taxes
  • Distribution and Subtrust Funding
  • Final Review

The guide is currently available at Rains Law Library. 

Sandra Price has over 25 years of experience in trust and estate law, focusing on estate planning for individuals and families, as well as trust and estate administration. She provides guidance in areas such as estate, gift, and generation-skipping transfer tax planning, charitable planning, and pre- and post-marital planning, helping clients achieve both tax and non-tax goals. Sandra is particularly skilled in post-death administration, handling both court-supervised probate and revocable trust arrangements.