Trust Administration

Pass it on well with Caring Counsel & Personal Solutions

If you need assistance with the administration of a trust, we can help.  We assist clients by providing sound advice about the administration of a trust after the Grantor’s death, including assistance with collecting the assets, paying debts and expenses, filing gift and death tax returns and disposing of the trust assets.

We provide support for:

• Beneficiaries of trusts
• Trustees
• Trust management issues

Proper trust administration allows you to maintain the affairs and settlement of your estate as privately and efficiently as possible.

What are the benefits of trust administration?

• Manage the administrative process with minimal effort
• Understand the process and be in control
• Settle and distribute the trust assets efficiently and quickly
• Take advantage of all estate tax minimization techniques and elections
• Minimize the cost of administration