Estate & Trust Administration
Whether you are a beneficiary or trustee of a trust, our attorneys have significant experience in trust administration. Being named a trustee of a trust reflects a great faith that someone has placed in you on their behalf, however, the administration of a trust can be overwhelming and time consuming. The attorneys at Seegel Lipshutz & Lo can assist you in satisfying your fiduciary obligations and provide you the necessary support to administer the trust. Our attorneys also regularly serve as trustee and/or co-trustee of trusts for our clients. Our staff is well equipped to administer trusts of any size from providing trust accounting services, fiduciary income tax preparation, to coordinating investment options with various financial advisors. We also work with corporate and institutional trustees to provide legal counsel to their questions regarding their fiduciary obligations and the rights of their beneficiaries under the trust documents of which they administer. As a beneficiary of a trust, we work with you to understand your rights under the trust and ensure that the trust is being properly administered for your benefit.