Trust Planning & Administration

Depending on how it is set up, a trust can help your estate avoid the probate process, protect assets from long-term care costs, provide ongoing support for a child or loved one with a disability, or address estate tax exposure. Not everyone needs a trust, but for many clients, a trust is the most effective way to accomplish their goals.

We take the time to understand your situation before recommending any trust structure. If a trust makes sense for you, we will explain the options in plain terms and help you choose the right approach.

We also work with existing trustees and beneficiaries who need help with the day-to-day administration of a trust, including accounting, distributions, and compliance with the terms of the trust document.