Trust Administration

What do I need to do or what can I expect if I am a trustee or a beneficiary of a trust?

We help Trustees properly administer their trusts.

There are times that a trust has been created. We assist trustees with properly performing their duties for the duration of the trust until its conclusion. Specific matters that we assist with are:

*Proper administration and processing of the Trust assets
*Assisting with valuation, sales and proper disposition of Trust assets
*Successful resolution and settlement of debts and liabilities
*Advising on income tax matters raising from a Trust
*Closing the Trust after all necessary issues are resolved and distribution of the Trust assets to the rightful beneficiaries

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