Trust Administration

Trust Administration takes on different meaning depending on the type of Trust instrument and the appointed trustee. For those trusts requiring it, we can ensure compliance with complex tax laws. As related to special needs and supplementary needs trusts, we are careful to comply with requirements of public benefit programs. In all cases, we assist in confirming the appointment of the trustee and guide them through the complex process of asset management, management of conflicting beneficial interests, and accounting to those beneficiaries.