Trust Administration Lawyer

Trust Administration Services for Your Estate Planning Needs

Trust administration involves detailed legal responsibilities related to the management and distribution of trust assets. At McPhillips, Fitzgerald & Cullum LLP, our trust administration attorneys assist clients throughout the trust administration process. We recognize the responsibilities executors and trustees assume when administering a trust after a settlor’s passing or incapacity. Our attorneys provide legal assistance to help ensure fiduciary duties are carried out in accordance with New York and Florida trust laws. Our trust administration services include:

• Asset inventory and valuation
• Beneficiary notification
• Tax filing and payment
• Trust accounting
• Creditor resolution
• Asset distribution
• Trust modification when appropriate
• Fiduciary duty support
• Resolution of beneficiary disputes
• Ongoing trust management assistance

If you are responsible for administering a trust, contact our attorneys to discuss the process and available legal services.

When You May Need a Trust Administration Attorney

Administering a trust involves legal and financial obligations that may require attorney involvement. Our attorneys assist trustees and beneficiaries with trust administration matters as they arise. Trust administration services may be appropriate when:

• You have been appointed as a trustee
• A loved one has passed away with assets held in a trust
• Beneficiaries have questions regarding trust distributions
• Tax matters arise during administration
• Disputes develop between beneficiaries
• Trust assets require ongoing oversight
• Fiduciary obligations become difficult to manage
• Questions arise concerning trust terms
• Compliance concerns emerge
• Trust modification is being considered

Guidance is available to help clients manage trust administration matters effectively.

Why Choose McPhillips, Fitzgerald & Cullum LLP

Selecting legal counsel for trust administration matters involves choosing a firm with a longstanding presence in trust and estate law. McPhillips, Fitzgerald & Cullum LLP has provided legal services since 1911. Our firm is characterized by:

• More than a century of continuous legal service
• A team of experienced attorneys
• Martindale‑Hubbell AV rating
• Consultations based on client needs and attorney availability
• Ongoing communication throughout the legal process
• Courteous and responsive staff
• A focus on trust and estate matters
• Attention to each client’s individual circumstances
• Established ties to the communities we serve
• A collaborative approach to trust administration matters

The team guides trust administration services and supports clients throughout the process.

Contact Us

Whether you are beginning trust administration or addressing specific issues, our team can help with the required legal steps and compliance obligations. We work with clients to support proper trust administration and address issues affecting the trust and its beneficiaries. Contact our office to discuss your trust administration needs.