Trust Administration

As counsel to Trustees, we provide ongoing advice regarding the Trustees' fiduciary duties, including managing trust assets and making distributions. We also serve as Trustee. In these roles, we work closely with accountants in preparing and filing fiduciary income tax returns and with financial advisors in investing and managing trust assets. We advise Trustees and clients as to the best practices to administer Irrevocable Life Insurance Trusts. In all cases, income, estate, gift and generation-skipping tax issues are carefully considered.

Recent engagements include: