Trustee Consulting

Most individual trustees are not familiar with the duties and responsibilities related to the administration of a trust. We assist trustees with technical and day-to-day trust administration issues including:

• Trust accounting questions
• Funding of the marital, family and generation-skipping trusts
• Establishing and maintaining an investment policy for the trust
• Managing trust assets in accordance with the terms of the trust and local law
• Making discretionary distributions to beneficiaries
• Filing tax returns and meeting other reporting requirements
• Making tax and other elections
• Terminating the trust and making final distribution of the assets

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