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    Trust Administration

    trust administration
    The focus of our services in the administration of a Trust is to advise the Trustee of his or her fiduciary responsibilities, prepare documents necessary for proper administration of the Trust and assist in completion of all tasks necessary to terminate administration. Such services include protection of the Trust from any contest, review issues related to asset values and tax related matters, assist in developing a plan for distribution and disbursement of trust assets, communicate with beneficiaries regarding status of administration, assist in preparation of tax returns, prepare all notices required by law, and prepare periodic accountings. Trust administration can be complicated and take several months to complete. Consequently, competent legal representation at an early stage is essential to terminate administration and distribute assets without unnecessary delays.