Trust and Estate Administration

Trust and Estate Administration

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It is extremely important that trustees seek immediate legal advice as soon as they find out they have taken on the trustee role. Acting in a timely manner helps prevent the trust from being subjected to additional liability for non-compliance with rules and regulations.

The problem is, you don’t always choose when and where you are going to acquire the role of trustee, and that is why we provide quick legal counsel to clarify the rules and regulations that apply to your responsibility. We help with all aspects of trustee compliance, ranging from valuing or transferring assets, to filing tax returns.

Related Services: Wills and Trust Planning;  Durable Power of Attorney; Medical Power of Attorney; Estate Planning; Premarital / Postmarital Agreements; Business Succession Planning; Estate Inheritance Tax; Special Needs Trusts

Attorneys to Contact