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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.