We also offer complete postmortem trust administration, including post-death tax planning, including advice regarding the use of disclaimers. 

 

• We assist the Trustee with selling any necessary assets and prepare documents to effectuate the transfer of assets to the beneficiaries. 

• We work closely with accountants to resolve any tax issues that may arise and to ensure the proper preparation of any required tax returns.

 

Trust administration is a necessary process that occurs after the death of either one or both settlors. To protect the successor trustees, there are many things that must be done to ensure proper administration.

 

Fortunately, working with an attorney for trust administration is a straightforward process that will give the successor trustees a great peace of mind throughout the administration.