When a person puts their assets into a trust, they name someone – a trustee – to make sure that, when it’s time, the trust is implemented correctly.
You Have Responsibilities as a Trustee. We Can Help.
If you are the trustee, there are specific legal steps you must take. You also have very specific legal obligations to oversee the trust. These duties may include determining what property exists, paying expenses out of the trust, preparing income, estate or inheritance tax returns and submitting reports to beneficiaries – just to name a few.
It can be a confusing time. But you’re not alone.
We are trust administration attorneys with the experience to make sure that assets are transferred, taxes are paid, and reports are submitted. We’ll make sure you do everything right.
But perhaps more importantly, we never forget that this is a difficult time for you. So we offer more than just legal services. We offer dignity, empathy and understanding.
We can help you with your trust administration process. Contact our office today.