Estate planning and probate services

Trust administration

Overview

When your estate plans include the use of a trust, we have experience and can assist in the art of administering trusts and implementing tax savings strategies that increase the net value of the inheritances your family members or other beneficiaries receive. We also coordinate matters with investment managers and assist on distributions to your beneficiaries.

Our services include:
  • Preparation of trust income tax returns
  • Assisting with investment management and selection of investment advisors
  • Preparation of annual fiduciary accounting and reports to beneficiaries
  • Assistance with tax and distribution planning
  • Assistance with statutory revisions to trust documents

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