Know Your Trust

A trustee needs to be aware of everything there is to know about the trust they are tasked with administering. Reading the terms of the trust is a good place to start. The trustee will also need to gather all the documentation they can obtain that will help them know exactly what they are managing. This can include:



  • Bank statements
  • Rental agreements
  • Life insurance policy
  • Certified copies of the trustor's death certificate


There may be other documents the trustee needs to understand the trust. The trust itself should clarify what these are.

Secure Trust Assets

Contact Our Firm

Lisa Liu

Attorney Lisa Liu is the founder of the LL Law Firm.  LL Law Firm was established with a mission to advance family protection through estate planning, advocate opportunities for the American dream through investment and employment-based immigration, and fight for just compensation. Through her vast experience working with people from a wide range of cultural backgrounds as a medical professional, both domestically and abroad, Lisa has developed a deep respect for and genuine understanding of people. This was the inspiration behind the mission of the LL Law Firm and the bedrock of her legal practice.


Lisa is dedicated to estate planning, designing various individual and joint trusts to achieve tax savings, asset protection, maintain individuals' eligibility for government benefits such as medical and SSI, and much more. Understanding the value of knowledge and information in helping families make the best decisions, Lisa dedicates her Tuesday afternoons to educating the community on estate planning through the Tuesday Live Estate Planning Workshop. 


Lisa is an active member of the American Immigration Lawyers Association (AILA). Her practice in immigration law is centered around family, employment, and investment-based immigration. She is passionate about guiding international entrepreneurs through the intricate process of establishing their business ventures in the United States, bringing international talents to America, and advocating opportunities for them to live and work in the United States. 


Lisa takes great pride in the dedicated team that supports her practice. She deeply values each team member's contribution and is grateful for their hard work behind the scenes.

EDUCATION

Juris Doctor degree, Lincoln Law School of Sacramento

Financing and Accounting Program, Harvard Business School

Bachelor's Degree in English

California State Bar-Licensed Attorney at Law

California Board of Nursing-Licensed Registered Nurse



LANGUAGE

  • English
  • Mandarin (中文)


PROFESSIONAL ASSOCIATION

Board Member, Placer County Bar Association's Estate Planning and Probate Section

American Immigration Lawyer Association

California State Bar

California Lawyers Association

In her spare time, Lisa enjoys hitting the golf course and hiking with her family and friends, exploring the local trails.

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