Trust Creation and Administration

A well-crafted trust can be a powerful tool in your estate plan, offering flexibility, control, and protection for your assets. Our experienced estate planning attorneys specialize in the creation and administration of trusts, ensuring your wishes are honored and your loved ones are provided for. Whether you're looking to establish a new trust or need assistance managing an existing one, we provide the guidance you need to achieve your goals.

Advantages of using trusts

  • Trusts allow you to dictate the terms of asset distribution, ensuring that your wealth is managed and distributed according to your specific wishes. Control how your assets are managed and distributed during both life and after death.

  • Protect your assets from creditors, lawsuits, and other claims through the strategic use of irrevocable and asset protection trusts.

  • Trusts can provide significant tax benefits, helping to minimize estate taxes and maximize the value passed on to your heirs.

Trust Administration

Our attorneys bring extensive experience in trust administration, providing guidance that ensures every detail is handled accurately and efficiently. We work closely with trustees to simplify the process, helping them understand their duties and fulfill the terms of the trust with confidence.

Our Trust Administration Services Include:

  • Managing trust assets, including investments and property.

  • Distributing assets to beneficiaries as directed by the trust.

  • Filing necessary tax returns and managing tax obligations.

  • Ensuring compliance with state and federal regulations.

  • Assisting trustees with their fiduciary duties to avoid liability.