Whether you're trustee of a simple living trust, a special needs trust, or a complicated asset-protection trust with multiple beneficiaries, it's important that you follow the provisions of the trust and comply with state law.
So how do you do that? What are your duties and your deadlines? How much discretion do you have? And how can you protect the interests of the trust's beneficiaries, keep them informed, and protect yourself?
Trust Administration: A Serious Responsibility
At Posteri Legal, we want to make your responsibilities as simple and streamlined as possible. We'll explain your duties, rights, and responsibilities; keep you on track for your deadlines; prepare notices and accountings; and coordinate with your financial advisor, accountant, realtor, and other professionals.