TRUST ADMINISTRATION
The use of Trusts for tax planning purposes, creditor protection, avoidance of lifetime and death probate, and for the distribution of assets in accordance with our client’s goals and objectives is the centerpiece of our Estate Planning and Wealth Strategies Design. We serve as counsel to the trustees and, when requested to do so, we will serve as trustee or co-trustee. The extent of our services depends on the amount of activity required to administer the trust and the size and nature of the trust assets.

We perform our fiduciary duties as trustees with the support of The Monument Group Fiduciaries, L.L.C.