ADMINISTER
“We take care of the details so you can focus on what matters.”
Administering a trust or estate can involve court filings, tax reeturns, accounting requirements, property transfers and responsibilities to beneficiaries – often during one of the most difficult moments in a family’s life. We take care of the legal and administrative details so you can focus on the people who matter most.
TRUST ADMINISTRATION
Trustee Guidance
Fiduciary Duties
Accounting & Disclosures
Trust & Estate Tax Matters
Beneficiary Distributions
Beneficiary Matters
PROBATE & ESTATE ADMINISTRATION
Executor & Administrator Guidance
Court Filings & Hearings
Estate Administration
Probate Accounting
Estate Tax Matters
Plan thoughtfully. Resolve wisely. Administer faithfully.
CASE STORY
THE PROBLEM
Multiple apartment properties had been left outside the decedent’s trust, potentially exposing the family to hundreds of thousands of dollars in probate fees.
THE STRATEGY
The Law Offices of John C. Martin petitioned the probate court to transfer the properties into the existing trust.
THE RESOLUTION
The properties were transferred into the existing trust, avoiding the anticipated probate administration and preserving substantial estate value that otherwise could have been consumed by probate fees.