Trust Administration

Trust Administration

The complexity of a trust administration depends on the multitude/diversity of the assets, the number of beneficiaries and their relationship to each other, and the specific terms of the trust document itself.

I offer my services to trustees to whatever extent they wish to have me involved – whether it’s simply giving advice and guidance along the way, or assisting with everything from the initial liquidating of trust assets to the final distributions and trust accounting.

I also offer my services to trust beneficiaries to make sure they know their rights under the trust terms and under Florida Law. When representing trust beneficiaries, I communicate directly with the trustee or their attorney on my client’s behalf, to make sure their rights as a beneficiary are being protected, and that the trustee is fulfilling all of his/her obligations to the trust and its beneficiaries.