trust administration

Trust Administration

Trusts are as unique as the individuals for whom they serve.  They vary widely based on several factors including objectives, beneficiaries, type and size of assets, liquidity requirements, and terms. You may seek to establish a trust for yourself, your family and loved ones, your estate, or for a special need or even a pet.  Or you may be a trustee charged with important fiduciary responsibilities.  Regardless of the purpose and structure of your trust or your role within it, proper legal advice and support is an essential part of your plan.  A trusted legal advisor provides peace of mind for both trustees and beneficiaries, and ensures the trust operates successfully over time.  At Brier, Marandett & Rossetti, we not only counsel our clients on proper trust establishment and administration, but we also serve as professional fiduciaries providing trust administration and management services.

Our attorneys can assist you with:

  • Identifying the most appropriate trust for your situation
  • Drafting the trust and accompanying documents
  • Preparing the trust for ease of administration
  • Ensuring proper documentation and accounting
  • Advising trustees and beneficiaries
  • Facilitating trustee changes and removal
  • Managing trust distributions
  • Trust modifications
  • Managing the trust administration process
  • Serving as co or successor Trustee
  • Constructing special needs trusts