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Comprehensive Overview of Living Trusts in Crestline
This guide explains living trusts and how they help families in Crestline, California plan for the future and protect assets. A living trust is a tool used to manage property during life and provide a plan for distribution after death while helping avoid probate delays. Residents of Crestline often choose living trusts to maintain privacy and simplify transfers to heirs, whether they own a cabin, primary residence, or other possessions in San Bernardino County. This introduction outlines what to expect from a living trust and how thoughtful estate planning can support peace of mind for you and your loved ones.
In Crestline, living trusts are commonly used by homeowners who want to ensure smooth transitions and continuity for their families. A living trust allows for management of assets if incapacity occurs and can be updated during the grantor’s lifetime. It can address many kinds of property, including real estate located in Crestline, bank accounts, and personal items of sentimental or monetary value. This paragraph sketches the benefits and limitations to consider, and sets the stage for more detailed explanations on types of trusts, trustee duties, and steps to create a trust tailored to local needs and California law.
Why Living Trusts Matter for Crestline Residents
Living trusts matter for many Crestline households because they provide a clear plan for asset management and distribution while often reducing the need for probate court involvement. For families with property in San Bernardino County, a living trust can make it easier to transfer title to heirs, minimize public court proceedings, and support faster access to assets. It can also include directions for managing finances during periods of incapacity and designate trusted individuals to act on your behalf. All these benefits help protect family stability and reduce time spent dealing with administrative burdens after a loss or medical emergency.
About LA Estate Plans and Our Approach in Crestline
LA Estate Plans serves families across California with a focus on clear, practical estate planning for homeowners in Crestline and surrounding communities. Our team approaches each plan with attention to local property concerns and the needs of families who want to protect assets, reduce delays, and maintain privacy. We work to create living trusts that reflect personal goals, coordinate with beneficiary designations, and provide guidance on trustee selection and funding trust assets. The goal is straightforward planning that supports long term stability for Crestline households and makes transitions simpler for loved ones.
Understanding Living Trusts in California
A living trust is a legal arrangement created during a person’s lifetime to hold assets for management and eventual distribution. In California, a revocable living trust is commonly used because it can be amended and allows the owner to retain control while alive. For people in Crestline, it is important to fund the trust properly by transferring titles and accounts into the trust name to achieve intended outcomes. A properly drafted living trust will name a successor trustee, specify beneficiaries, and include clear instructions for handling assets if the trustmaker becomes incapacitated or passes away.
Living trusts differ from wills in several key ways, primarily in how assets are handled after death and whether probate is involved. In many situations, assets held by a living trust avoid the probate court process, which can save time and preserve privacy for Crestline families. However, some items may still require other documents or planning steps, and titling decisions matter. This section helps readers understand what a trust can and cannot do, and what additional estate planning documents might be recommended to create a complete plan tailored to California law and local property considerations.
What a Living Trust Is and How It Works
A living trust is a legal entity created to hold title to assets during a person’s life and to direct distribution after death. The person who creates the trust typically serves as the initial trustee and beneficiary, retaining control over assets while alive. The trust document names successor trustees and beneficiaries and sets out instructions for management and distribution. For those in Crestline, living trusts often address local real estate and unique family situations, and they can include provisions for incapacity planning. Proper drafting and funding are essential to ensure the trust functions as intended under California laws.
Key Elements and Steps to Create a Living Trust
Creating a living trust involves drafting the trust document, naming trustees and beneficiaries, and transferring ownership of assets into the trust. Other important steps include preparing complementary documents like a pour over will, advanced healthcare directive, and durable power of attorney. For property in Crestline, title transfers and account retitling are critical to ensure the trust holds the intended assets. Implementing the trust also involves reviewing beneficiary designations and updating records. Regular review of the trust helps keep it aligned with changes in family circumstances, asset holdings, and California law.
Key Terms and Glossary for Living Trusts
Below are concise definitions of common terms used when discussing living trusts, with attention to how they apply in California and in a Crestline context. Understanding these words helps homeowners and families make informed decisions and communicate clearly about their goals. Each term includes practical notes about use, responsibilities, and implications for trust management. This glossary aims to demystify legal language and provide practical meaning so that residents can confidently participate in creating a living trust that reflects their wishes and suits their local circumstances.
Grantor or Trustor
The grantor, sometimes called the trustor, is the person who creates the living trust and transfers assets into it. The grantor sets the terms of the trust, retains control while alive in a revocable trust, and names successor trustees and beneficiaries. In Crestline planning, the grantor should document property and account details and provide guidance to successors about intentions for local real estate or family heirlooms. The grantor can also make changes to the trust during their lifetime when a revocable trust is used, which offers flexibility for evolving family or financial circumstances.
Successor Trustee
A successor trustee is the person or entity designated to manage trust assets if the original trustee can no longer do so due to incapacity or death. This role includes managing assets, paying bills, and distributing property to beneficiaries according to the trust’s terms. For homeowners in Crestline, selecting a successor trustee who understands local property and family dynamics helps ensure smooth administration. Successor trustees have fiduciary duties to act in beneficiaries’ interests and should be prepared to handle tasks such as coordinating real estate matters and filing required documentation in compliance with California law.
Funding the Trust
Funding the trust means transferring ownership of assets into the trust’s name so the document will control those assets. This step can involve re-titling real estate deeds, changing account ownership, or assigning personal property to the trust. In Crestline, funding is especially important for homes and cabins that residents want to avoid probate for. If assets remain outside the trust, they may still be subject to probate and could create delays. Properly funding the trust requires careful review of titles and beneficiary designations to make sure they align with the grantor’s intentions.
Pour Over Will
A pour over will is a complementary document that collects any assets not transferred to the living trust during the grantor’s lifetime and directs them into the trust after death. While it does not prevent probate for those assets, it helps ensure that all property is ultimately governed by the trust terms. For Crestline residents, a pour over will provides a safety net for overlooked items or newly acquired property that was not retitled. It should be used with proper trust funding practices to reduce the likelihood of probate and to align the overall estate plan.
Comparing Estate Planning Options in Crestline
When choosing between a living trust, a will, or other estate planning tools, Crestline residents should consider priorities such as privacy, timing of asset transfer, and cost. Wills are often simpler but typically require probate to transfer property, which can be time consuming and public. Living trusts can reduce probate involvement for assets properly retitled, offering faster transfers and more privacy. Other tools like beneficiary designations, joint ownership, or transfer on death arrangements serve specific purposes. Careful evaluation of each option helps families choose a combination that meets their needs while respecting California legal requirements and local property concerns.
When a Limited Approach May Be Appropriate:
Smaller Estates with Simple Assets
A limited planning approach may be sufficient for individuals with modest assets and straightforward wishes. If you own few properties, have clear beneficiary designations on accounts, and anticipate minimal tax or family disputes, a simple will combined with powers of attorney might meet your needs. In Crestline, this can apply to residents who own a single home and have uncomplicated financial affairs. The limited approach reduces immediate costs and administrative burden, but it requires careful attention to beneficiary designations so that assets transfer as intended without creating surprises for loved ones.
Clear Beneficiary Arrangements and Low Complexity
When beneficiaries are clearly designated and family circumstances are harmonious, the need for a full living trust may be lower. Accounts that allow beneficiary designations, joint ownership, or transfer on death arrangements can pass to named recipients directly, making probate avoidance less of a driving concern. For Crestline residents with minimal real estate holdings or a predictable inheritance plan, focusing on these simpler methods can achieve many goals. However, property held solely in the owner’s name may still benefit from additional planning to reduce administrative friction after death.
When a Comprehensive Plan Is Recommended:
Multiple Properties or Complex Asset Holdings
A comprehensive living trust is often recommended when an individual owns multiple properties or has diverse assets that require coordinated management. For those with real estate in Crestline and other locations, business interests, or retirement accounts, a trust can centralize management and clarify succession. This helps reduce conflicts and provides a structured plan for distribution. Comprehensive planning also considers incapacity planning and tax implications, working to preserve value and avoid administrative complications that can arise when assets are scattered across titles and accounts without a unified plan.
Family Dynamics or Special Distribution Needs
When families have blended structures, minor beneficiaries, or specific distribution instructions, a comprehensive trust-based plan helps ensure those wishes are carried out. Living trusts can include tailored distributions, protective provisions for younger heirs, or staged distributions that match long term goals. For residents of Crestline, where family property and sentimental items often play a significant role, detailed provisions help avoid misunderstandings. A complete plan also addresses successor trustee responsibilities and provides clear instructions for handling local property, minimizing potential disputes and easing transitions for all involved.
Benefits of a Comprehensive Living Trust Approach
A comprehensive living trust can deliver several practical benefits, including reduced probate involvement, greater privacy, and clearer continuity in asset management. For Crestline homeowners, transferring real estate into a trust can simplify transfers to heirs and reduce public court proceedings. A thoughtful plan also provides mechanisms for managing finances in the event of incapacity, naming trusted individuals to make decisions and ensuring bills and property are handled smoothly. The combined effect is less administrative stress for surviving family members and a more predictable process for honoring the trustmaker’s wishes.
Comprehensive planning also provides an opportunity to coordinate beneficiary designations, tax planning, and legacy goals into a cohesive strategy. Trust provisions can protect certain assets and set terms for distributions that reflect long term intentions. For Crestline residents, integrating local property decisions with broader financial and family objectives helps ensure that homes and other meaningful assets pass according to plan. Regular review of the trust and related documents keeps the plan current as life circumstances change, making this approach practical and durable over time.
Avoiding Probate Delays and Public Proceedings
One clear advantage of a comprehensive living trust is the potential to avoid probate for assets titled into the trust, leading to quicker transfers and fewer public court proceedings. For families in Crestline, this can mean that heirs gain access to property and funds more promptly, allowing them to manage ongoing expenses and preserve property values. Privacy is also preserved because trust administration generally occurs outside of the court system, protecting sensitive family and financial details from public records. These practical benefits support a smoother transition during a difficult time.
Management During Incapacity and Continuity of Care
A well drafted living trust provides clear instructions for managing assets if the grantor becomes incapacitated, designating trust managers to step in without court intervention. For Crestline residents, that continuity can ensure mortgage payments, property maintenance, and other key responsibilities are addressed without delay. Setting out these arrangements ahead of time reduces uncertainty for family members and helps maintain the value and condition of local real estate. Careful planning also coordinates healthcare directives and powers of attorney so administrative responsibilities are consistent and effective.
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Practical Tips for Crestline Living Trust Planning
Start with a clear inventory of assets
Begin your planning by creating a detailed inventory of assets, including all real estate in Crestline, financial accounts, personal property, and any business interests. Listing deeds, account numbers, and relevant documents makes it easier to determine which items should be placed into the living trust. A clear inventory also helps identify assets that require beneficiary designations or separate arrangements. Doing this groundwork simplifies the drafting and funding process and reduces the chance that important items will be overlooked during the transition after incapacity or death.
Choose trustees and successors thoughtfully
Keep documents up to date with life changes
Review and update your living trust and related documents after major life events such as marriage, divorce, births, deaths, or significant changes in asset holdings. For Crestline property owners, changes in real estate ownership, sales, or new purchases should be reflected in trust funding and titles. Periodic review ensures instructions remain aligned with current wishes and legal requirements. It also provides an opportunity to update contact information and beneficiary designations so the estate plan continues to work as intended for family members and property located in San Bernardino County.
Reasons to Consider a Living Trust in Crestline
People consider a living trust to protect family continuity, preserve privacy, and reduce delays associated with probate court. For homeowners in Crestline, real estate is often the most valuable asset and naming a trust as the owner can enable a smoother transfer to heirs while minimizing public court involvement. Trusts also provide a framework for managing assets during incapacity, enabling designated individuals to pay bills and maintain property. Considering a living trust helps families think through future scenarios and take practical steps to safeguard financial stability for loved ones.
Another compelling reason is the ability to set detailed distribution instructions that match family needs, such as staged distributions or provisions for younger beneficiaries. Living trusts can also coordinate with retirement and insurance benefits so that transfers happen in the most efficient way. Crestline residents who own seasonal properties or multiple holdings may find a trust particularly useful to ensure consistent management. Ultimately, a living trust is a tool that supports clarity and reduces administrative burdens for those left to manage an estate.
Common Situations Where a Living Trust Is Helpful
Living trusts are especially helpful when a family owns real estate, desires privacy, wants to avoid probate delays, or needs a plan for incapacity. They are also useful for blended families, parents of minor children, and owners of multiple properties or business interests. In Crestline, seasonal homes and local real estate holdings make trusts attractive because they streamline transfers and limit public court involvement. People with complex beneficiary needs or concerns about continuity of management often benefit from having clear trust provisions that address these realities.
Ownership of Local Real Estate
When you own a home or cabin in Crestline, a living trust can simplify the transfer of that property to beneficiaries while reducing the need for probate. Titling the property into the trust ensures the document governs the disposition and management of the real estate, helping heirs avoid some court processes. This arrangement is especially useful when property will be shared among multiple family members or when the owner wants to provide clear directions for maintenance and use after passing. Proper funding and deed transfers are essential for the trust to function effectively.
Concerns About Incapacity Planning
If there is concern about possible incapacity, a living trust combined with powers of attorney provides a plan for managing finances and property without immediate court involvement. For Crestline residents, ensuring mortgage payments, property insurance, and utility bills continue to be handled during incapacity protects the value of local real estate. Naming a trusted individual to step in under the trust terms and ensuring documents are accessible reduces uncertainty and helps maintain the household’s stability when medical or health issues arise.
Need for Privacy and Faster Administration
Families that prioritize privacy and wish to avoid public probate proceedings often choose a living trust to manage distributions privately. Trust administration generally happens without court filings that become public record, preserving confidentiality for beneficiaries and asset details. For Crestline residents, this privacy can be important for personal, financial, or family reasons, and it often results in faster administration and access to assets. Combining a trust with coordinated beneficiary designations supports a more efficient and private transfer of property and financial accounts.
We Are Here to Help Crestline Families Plan
Why Choose LA Estate Plans for Your Living Trust
Choosing a firm for living trust planning means selecting a team that understands local property concerns and practical administration needs. LA Estate Plans brings experience drafting trusts for residents across California, including homeowners in Crestline and San Bernardino County. We focus on producing clear documents, guiding funding steps, and coordinating related instruments like powers of attorney and healthcare directives. Our approach emphasizes communication and practical outcomes so that families have a plan that works in everyday situations and in times of transition.
We help clients identify assets that should be included in a trust and walk through the funding process, including necessary deed transfers and account retitling. For Crestline clients, we pay attention to local real estate particulars and help prepare trustees to manage property responsibilities. This hands on assistance reduces the chance that items will be overlooked and supports a smoother administration for successors. Our goal is to make the process understandable and manageable for families at every step.
Our practice emphasizes clear documentation and ongoing review so your living trust remains aligned with changing circumstances. We discuss selection of trustees, beneficiary arrangements, and timing preferences for distributions. For many Crestline residents, this creates peace of mind that their property and wishes are organized and accessible to those who will manage them. We also provide guidance on coordinating trust provisions with insurance, retirement accounts, and other financial instruments to build a cohesive plan.
Schedule a Living Trust Review for Crestline Property
Living Trust Process at LA Estate Plans
Our process begins with an initial consultation to understand your goals, assets, and family situation, with particular attention to any Crestline property or local considerations. We then draft a trust document tailored to those objectives, review it with you for approval, and prepare the necessary supplementary documents. Once the trust is signed, we assist with funding steps, including deed transfers and account changes, and provide guidance to trustees about their responsibilities. Ongoing review and updates are available to keep your plan current as circumstances evolve.
Step One: Information Gathering and Planning
We start by gathering details about your assets, family structure, and objectives so we can design a trust that meets your needs. This includes documenting Crestline real estate, financial accounts, and any special distribution wishes. We discuss options for trustees, beneficiaries, and incapacity planning to ensure the plan addresses both immediate and long term concerns. The planning phase sets the foundation for a trust that is practical, legally sound, and aligned with your priorities.
Initial Consultation and Asset Review
During the initial consultation, we review titles, account information, and any existing estate documents to determine what should be included in the living trust. For Crestline homeowners, this involves examining property deeds and confirming mortgage or title details. We also discuss family goals and potential challenges, ensuring the trust structure addresses real life needs. Clear communication at this stage helps prevent oversights and makes the subsequent drafting and funding steps more efficient for everyone involved.
Selecting Trustees and Beneficiary Directions
We help you select suitable trustees and draft beneficiary directions that reflect your wishes for distribution and management. For local properties in Crestline, trustee responsibilities may include managing maintenance, tax payments, and potential sales. We recommend naming successor trustees and alternates to provide continuity. Clear, written guidance within the trust helps trustees understand how you want assets handled and reduces ambiguity among family members during transition periods.
Step Two: Drafting and Review
Once the planning details are finalized, we prepare the trust document and supporting instruments, then review them with you to confirm all provisions are accurate and reflect your intentions. This review process ensures that instructions for Crestline properties, beneficiary distributions, and incapacity arrangements are clearly stated. Revisions are made as needed to ensure clarity and alignment with California law. After approval, we guide you through signing formalities to make the documents legally effective.
Preparing Related Documents
In addition to the living trust, we prepare complementary documents such as a pour over will, powers of attorney, and health care directives to provide a complete plan. These documents work together to ensure that any assets not moved into the trust are still directed according to your wishes and that someone can act on your behalf if necessary. For Crestline clients, this integrated approach protects local property and provides straightforward instructions for those managing affairs when the time comes.
Review and Execution
After drafting and reviewing the documents, we coordinate the formal signing and notarization required for the trust and related instruments. Proper execution is important to ensure the trust will be effective under California law. We explain how to store documents and provide copies to trustees and trusted family members as appropriate. Clear instructions about where records are kept help streamline future administration, particularly for properties located in Crestline or elsewhere in San Bernardino County.
Step Three: Funding and Follow Up
Following execution, we assist with funding the trust by transferring titles, updating account ownership, and confirming beneficiary designations align with the trust plan. For Crestline real estate, this often involves preparing and recording deed transfers and ensuring mortgage or insurance records reflect any changes. We also schedule follow up reviews to address life changes and keep the trust current. This long term attention helps the plan remain effective and reduces the chance of unintended probate or administrative issues.
Transferring Real Estate and Accounts
Transferring property into the trust requires updating deeds and coordinating with financial institutions to change account ownership where appropriate. For Crestline homeowners, recording new deeds in trust name ensures the trust governs real estate distribution. We provide checklists and direct assistance to make these transfers correctly. Proper documentation and recording prevent confusion later and help ensure the trust functions as designed to provide a smooth transition for beneficiaries and reduce administrative burdens.
Ongoing Reviews and Adjustments
Life events such as births, deaths, marriages, or property changes can affect your trust, so periodic reviews are important to keep documents current. We recommend reviewing the trust and related documents whenever major changes occur to ensure beneficiary designations and asset lists remain accurate. For residents of Crestline, updates after property sales or acquisitions are particularly important to maintain the trust’s effectiveness. Ongoing attention helps preserve the original intentions and supports a reliable plan over time.
The Proof is in Our Performance
Frequently Asked Questions About Living Trusts in Crestline
What is a living trust and how does it work?
A living trust helps manage assets during life and specify how property should be handled after death. It typically names a successor trustee to take over management if the original trustee becomes incapacitated or dies. For Crestline homeowners, placing real estate into a trust can reduce the need for probate and provide faster access to property for heirs. The trust document also allows for flexible distribution terms and can include directions for preserving family property or addressing special family needs. The trust must be funded by transferring assets into its name to avoid probate for those items. Complementary documents, like a pour over will and powers of attorney, fill in gaps and handle assets not placed into the trust. Regular review and proper funding are essential steps to ensure the trust accomplishes its goals for families in Crestline and complies with California procedures and recording requirements.
What is a successor trustee and what do they do?
Naming the right successor trustee involves considering reliability, willingness to serve, and familiarity with property and family dynamics. For property in Crestline, choose someone who understands responsibilities like paying taxes, maintaining property, and communicating with beneficiaries. Shared responsibilities or professional trustees are options to consider when trust administration may be complex. Discussing expectations with potential trustees ahead of time helps confirm their readiness to serve and reduces surprises when duties arise. Alternates should also be named in the trust to provide continuity if the primary designee cannot serve. Clear written guidance within the trust about management preferences and contact information for local service providers supports trustees in performing their duties effectively. Preparing trustees with a list of assets and storage location for documents makes administration more efficient and less stressful for everyone involved.
How do I fund a living trust?
Funding the trust generally requires transferring titles to the trust’s name, updating account ownership, and changing beneficiary designations where appropriate. For real estate in Crestline, this typically means preparing and recording a new deed that reflects trust ownership. Financial accounts may require institution specific forms to retitle accounts or name the trust as owner. Personal property can be assigned to the trust through written schedules or assignments as needed. Because institutions have different procedures, careful follow through is required to ensure everything is correctly transferred. We assist clients by providing step by step guidance and templates where applicable to complete these transfers efficiently. Successful funding is what ensures the trust functions to avoid probate and manage assets according to your plan.
Can I revoke or change my living trust?
A living trust can be amended or revoked at any time by the grantor while they remain competent if a revocable trust is used. This flexibility allows adjustments as family circumstances change, such as adding new beneficiaries, altering distribution terms, or accommodating property transactions in Crestline. Making changes requires following the formal amendment procedures set out in the trust document to ensure they are valid and enforceable under California law. When significant life events occur, updating the trust ensures it reflects current wishes. It is also important to update related documents and beneficiary designations to keep the entire estate plan coordinated. Regular reviews and timely amendments help maintain the plan’s effectiveness and reduce the risk of unintended outcomes.
When should I consider creating a living trust?
A pour over will complements a living trust by directing any assets not transferred into the trust during life to be placed into the trust after death. While a pour over will does not prevent probate for those assets, it ensures that all property ultimately becomes governed by the trust’s distribution rules. For Crestline residents, this provides a safety net for overlooked items or newly acquired assets that were not retitled before death. Because assets covered only by a pour over will may still go through probate, proper funding of the trust during the grantor’s lifetime is encouraged to minimize probate involvement. Working through both instruments provides a more complete plan and reduces administrative burdens for survivors.
Can a living trust help avoid probate in Crestline?
Living trusts provide privacy because administration usually occurs outside of court, avoiding public probate records that disclose asset values and beneficiary details. For families in Crestline who value confidentiality, this is a meaningful advantage. Trust administration typically involves private communications among trustees and beneficiaries rather than open court filings, preserving family privacy while enabling a defined process for distribution. Because privacy is tied to proper trust funding and administration, careful attention to document execution and asset transfers helps ensure those benefits are realized. Combining a trust with coordinated beneficiary designations and clear records reduces the risk that assets will become part of public probate proceedings.
How are beneficiaries handled in a living trust?
Yes, a living trust can include provisions for minor beneficiaries by specifying how and when distributions occur and appointing responsible individuals to manage any assets left to minors. Trust terms can create staged distributions or require funds to be used for education, care, or other needs until beneficiaries reach specified ages. This structure offers protections beyond a simple cash bequest and helps ensure funds are used in accordance with the grantor’s preferences. Including these provisions is especially useful for Crestline families who want to safeguard inheritances for younger relatives. Clear instructions reduce ambiguity and provide a framework for trustees to follow when managing assets for minors, offering peace of mind about the future use of those funds.
How much does it cost to set up a living trust in Crestline?
A trustmaker generally pays to set up a living trust, and costs vary depending on the complexity of assets and family circumstances. For Crestline property owners, costs may be higher if multiple deed transfers and account retitling are necessary. While there is an upfront investment, many families find the benefits of reduced probate delays, privacy, and clearer administration justify the expense. The cost should be viewed in the context of long term convenience and potential savings for heirs who might otherwise face a lengthy probate process. Discussing the anticipated scope of work and fee structure in an initial consultation helps set expectations and allows clients to plan for funding transfers and document preparation. Transparent communication about fees and steps ensures homeowners understand the value of the services provided.
What is involved in creating a living trust?
If you move or acquire new property after creating a living trust, you should review and update the trust to account for those changes. For Crestline residents who buy or sell homes, deed transfers and title updates will be necessary to keep the trust effective. Regular reviews when property changes occur ensure the trust continues to reflect current asset holdings and distribution intentions. Failing to update the trust after acquiring or disposing of property can lead to assets remaining outside the trust and potentially subject to probate. Periodic checks and prompt updates help avoid these pitfalls and keep the estate plan functioning as intended.
What are the benefits of a living trust in Crestline?
Trust administration can be handled by an individual successor trustee, multiple co trustees, or a corporate trustee depending on complexity and personal preference. For Crestline real estate, the chosen trustee should be prepared to manage property responsibilities or coordinate with local managers. Selecting the right person or entity often depends on the level of administrative work expected, family dynamics, and the need for impartial management. Documenting responsibilities, providing access to records, and offering guidance to trustees ahead of time helps ensure smooth administration. Naming alternates and including clear instructions in the trust reduces confusion and supports consistent management when the time for trustees to act arrives.