“It is not an honor to serve as a trustee” is an old lawyer’s adage that is even more true today than it was a century ago. Complex accounting requirements, difficult beneficiary situations and volatile investment systems combine to make serving as an individual trustee a treacherous proposition.
Our experienced legal team member will help you—the trustee—properly administer the trust you are charged with overseeing. We assist you in setting up accounting systems, communicating with beneficiaries, and even seek court action if necessary.
Too often, trustees don’t seek legal counsel until a beneficiary has already filed a lawsuit. Let us help you do your job with excellence and efficiency.