When the trustee is the problem,
you need a successor who is not.
Trustee removal. Beneficiary disputes. Looted trust accounts. When the trust has been mismanaged, diverted, or contested, Brown Management steps in as successor trustee — restoring order, documenting every dollar, and carrying out the grantor's wishes exactly as written. CLPF #790. Serving Orange County, Los Angeles, and San Diego.
The three hardest trust scenarios.
We administer routine trusts efficiently. But we are specifically built for the three scenarios that expose every weakness in a standard trustee practice.
Trustee Removal & Successor Appointment
When a trustee has breached their fiduciary duty, mismanaged assets, or refused to distribute, we step in as court-appointed successor — with full forensic documentation of the prior trustee's conduct.
Looted Trust Accounts & Asset Recovery
When trust assets have been diverted, we conduct forensic tracing, file surcharge motions, and recover what was taken — with court-admissible documentation anchored to the BJR Standard.
Beneficiary Disputes & Multi-Party Conflicts
When beneficiaries are in conflict over distributions, investment decisions, or the interpretation of trust terms, a neutral professional trustee with immutable documentation is the only path to resolution.
Comprehensive Trust Administration Services
Revocable Living Trusts
Serving as successor trustee after the grantor's death, managing assets, paying debts, and distributing to beneficiaries according to trust terms.
- • Asset inventory and valuation
- • Creditor claims and debt payment
- • Tax preparation and filing (1041, 1099s)
- • Final distribution to beneficiaries
Irrevocable Trusts
Managing complex irrevocable structures including life insurance trusts (ILITs), charitable trusts, and special needs trusts with specialized compliance requirements.
- • ILIT premium payments and policy management
- • Charitable remainder trust administration
- • Special needs trust compliance (SSI/Medi-Cal)
- • Crummey notice requirements
Multi-Generational Trusts
Long-term management of dynasty trusts, generation-skipping trusts, and other structures designed to preserve wealth across multiple generations.
- • Investment portfolio management and rebalancing
- • Discretionary distribution decisions
- • Beneficiary education and communication
- • Annual accounting and reporting
Expertise in Complex Asset Management
Real Estate Holdings
Property management, rental income collection, maintenance oversight, and strategic disposition decisions for residential and commercial properties.
Business Interests
Oversight of closely-held businesses, partnership interests, and LLC memberships with coordination of business valuations and exit strategies.
Investment Portfolios
Sophisticated portfolio management with institutional-grade investment advisors, rebalancing strategies, and risk-adjusted return optimization.
Alternative Assets
Management of art collections, intellectual property, mineral rights, and other non-traditional assets requiring specialized expertise.
Proven Track Record in Trust Administration
Our systems and expertise deliver measurable results for grantors and beneficiaries.
"My father's trust included rental properties, a business, and a complex investment portfolio. I knew I was in over my head. Brown Management brought the expertise and systems to manage everything seamlessly. They saved us over $200,000 in taxes and distributed assets 8 months faster than our attorney estimated."