Estate & Trust Administration

All clients have one thing in common – they want to make sure that their wishes are followed once they are memorialized on paper in either a Last Will and Testament (“Will”) or Trust Agreement.   A Will is administered via probate and only after death, but a Trust can be created during and administered during one’s lifetime.  The Trustee of a Trust has fiduciary duties, and it is highly advisable that an attorney represent a Trustee in carrying out his or her duties under a Trust.

Laura Lavie, Esq. has nearly over two decades of legal experience in the area of trust administration representing both Trustees and Beneficiaries.

Common issues arising in Estate and Trust Administration include:

• Provide Notices to Beneficiaries
• Prepare Disclaimers
• Identify estate and generation-skipping taxes
• Prepare Accountings
• Identify Income Tax earned from Estate or Trust Assets
• Trust Distributions
• Trustee Resignation

Related areas of Probate, Estate Planning and Litigation.