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Trust Administration Services

Handling a Trust

Very often, individuals who are appointed to be trustees are family members of the recently deceased. Since trustees are in a fiduciary role while managing the trust, they are bound by law to act in a prudent manner and only for the benefit and best interests of the beneficiaries. Depending on the nature and complexity of a trust, management of the assets may take significant time and work on the part of the trustee. This can also includes filing of final tax returns, notifying interested parties, and continued management of property. For people who are have their own careers and families to take care of, it can be a daunting task.

Assistance and Advice

We offer services advising trustees in meeting their obligations to the trust. We can ensure that the decisions made by the trustee meet the fiduciary requirements so that the trust is managed properly. Along with trusted professional partners, we can help maintain and maximize the value of the trust assets to ensure that the beneficiaries are taken care of.  Our goal is to make the process of handling an estate simple, by managing the complicated and sometimes tricky aspects of settling and maintaining a trust.

Small Business Services

Partnership, LLC, and Corporation Formation

Starting a new business can be an exciting time. However, what kind of entity should it be? If you need assistance in selecting and creating the best form for your new venture, we can help! We can walk you through the pros and cons of each entity choice and prepare all of the paperwork necessary to properly register your new business with all of the required agencies. We also can help prepare partnership agreements, corporate bylaws, stock agreements, and other necessary instruments to make sure that not only is your business created properly, but that it is managed the way you want it to be. 

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