The process of administering an estate or trust can be daunting. The rules are often counterintuitive and the process
can seem foreign. Our team of attorneys, paralegals, and accountants can help accommodate a smooth administration, maintain compliance with applicable laws and local rules, and help navigate and avoid disputes among fiduciaries
and beneficiaries.

We frequently represent individual Trustees and Executors with respect to the following:

• Advising on and management of fiduciary duties
• Avoiding conflicts of interests and self-dealing
• Communications with beneficiaries
• Managing and avoiding fiduciary liability
• Tax planning and preparation
• Management and investment responsibilities of fiduciaries
• Safeguarding and preservation of assets
• Transition and transfer of assets to future generations and/or fiduciaries