Trust Administration

Efficiently Managing Trusts for Beneficiaries and Trustees

Administering a trust involves managing assets, distributing income or principal, and ensuring that the trust is in compliance with the terms set by the grantor. Whether you’re a trustee or a beneficiary, we provide guidance and support to help you navigate the complexities of trust administration.

Our Trust Administration services include:

– Trust Review & Interpretation: We review the terms of the trust to ensure proper administration and assist in understanding the responsibilities of trustees and rights of beneficiaries.

– Asset Distribution: Our team helps ensure that trust assets are distributed according to the instructions in the trust document and in compliance with the law.

– Tax & Financial Reporting: We assist trustees in fulfilling their fiduciary duties by providing guidance on tax filings, accounting, and reporting.

– Trust Modifications: If necessary, we assist in modifying a trust due to changes in circumstances or to address new legal requirements.

– Dispute Resolution: We help resolve disputes between trustees, beneficiaries, and other interested parties, whether over trust terms, asset distribution, or other matters.

Trust administration can be complex, but with our legal expertise, trustees can fulfill their duties with confidence, and beneficiaries can ensure they receive their fair share of the trust assets.