Guiding You Through Becoming a Trustee
We have spent decades advising our clients on the intricacies of strategic planning and administering trusts — the management of assets, distributions, and filings associated with a trust — and working with trustees.
There are key times in our clients’ lives during which it is most beneficial to craft trusts to ensure smooth administration, and our office can provide counsel on the best timing and process.
When the settlor (or trustor) of a trust dies, if it hasn’t already, the management of the trust passes to a new trustee. This trustee’s role is to follow the settlor’s instructions for the benefit of the beneficiaries. This process often requires the trustee to:
Our law office can guide you through this process and help minimize complications.
The contents and materials of this website should be used as a general guideline and not as the ultimate source of current information. The user should consult their own legal, accounting, or other advisors.