Trust Administration

Trust administration refers to a trustee’s management of trust assets and the care of beneficiaries in accordance with the terms of the trust documents and the requirements of the law. We represent both trustees and beneficiaries. Because the management of a trust often entails legal and financial responsibilities beyond the experience or knowledge of an appointed trustee, we offer a variety of trust administration services to assist in that process.

Our services include:

 

  • Advising and assisting either trustees or beneficiaries on a case-by-case basis

  • Preparing trust accounts

  • Preparing annual trust income tax returns

  • Preparing legal documents to modify and terminate trusts in accordance with governing statutes