Trust Administration Services
There are many duties involved in serving as trustee, including
investment and management of trust assets, preparation of trust
accountings and tax returns, and making distributions to
beneficiaries. Mistakes or omissions by a trustee can result in
liability to the beneficiaries. With our experience and expertise,
we can lessen the burden of serving of trustee.
Counsel for Trustee. If you are serving as trustee, we can assist
you with one or more of your duties. We can coordinate and manage
the investments, accounting, tax return preparation, and
distributions. Fees depend on the type of service provided.
Trustee. For various reasons, many people do not wish to name a
bank or trust company as trustee. In addition, virtually all banks
and trust companies have minimum account sizes and do not accept
certain types of assets. We are available to serve as trustee for
most types and sizes of trusts. Our compensation is generally a
percentage of trust assets and depends on the type of trust and
trust assets. Please contact us today or call us at
800-201-0413
Email:
info@trustcounselpa.com |
