Trust Administration
A trust can be a useful way to pass wealth on to your loved ones while minimizing taxes. However, setting up and administering a trust can be complex.
Our attorneys are experienced in drafting trust documents, transferring property into trusts, and guiding trustees through trust administration. We assist with:
Transferring assets into the trust
Tracking trust income
Distributing income and principal properly
Addressing administration or tax issues as they arise
Termination and distribution of trusts
If you want to determine whether a trust fits your estate planning goals, are ready to set up a trust, or have been named as a trustee, we will be ale to help address your needs.