Trust Administration

Ensuring Proper Management & Distribution of Trust Assets

At Reda & Des Jardins, we provide experienced legal guidance for trustees and beneficiaries navigating the complexities of trust administration. Whether you are administering a trust for the first time or facing legal challenges in fulfilling your duties, our attorneys ensure compliance with state and federal laws while protecting the interests of all parties involved.

What is Trust Administration?

Trust administration is the legal process by which a trustee manages and distributes assets according to the terms of a trust. Unlike probate, which requires court oversight, trust administration is a private process that requires careful management, financial accounting, and legal compliance.

Our Trust Administration Services

We assist trustees and beneficiaries with all aspects of trust administration, including:

Trustee Representation & Legal Guidance

Advising trustees on their fiduciary duties and responsibilities.
Interpreting and executing the terms of the trust document.
Ensuring compliance with state and federal trust laws.
Protecting trustees from legal liability.

Trust Asset Management & Distribution

Identifying and valuing trust assets.
Managing real estate, investments, and business interests held in trust.
Distributing trust assets to beneficiaries according to the trust terms.
Resolving disputes between beneficiaries over asset distribution.

Tax Compliance & Reporting

Preparing and filing state and federal tax returns for the trust.
Advising on tax implications for trustees and beneficiaries.
Implementing tax-efficient strategies to minimize estate and income taxes.
Addressing capital gains tax considerations in asset transfers.

Trust Dispute Resolution & Litigation

Defending trustees against allegations of mismanagement or breach of fiduciary duty.
Representing beneficiaries in disputes over trust distributions.
Handling claims of undue influence, fraud, or lack of capacity in trust creation.
Mediating conflicts between trustees and beneficiaries to reach fair resolutions.

Specialty Trust Administration Services

Special Needs Trusts – Ensuring assets are managed properly for disabled beneficiaries while preserving government benefits.
Charitable Trusts – Assisting in the administration of trusts established for philanthropic purposes.
Irrevocable Trusts – Managing complex asset transfers and long-term administration.
Revocable Living Trusts – Guiding trustees through administration after the trust creator’s passing.

Why Choose Us?

Trust administration requires careful attention to legal, financial, and fiduciary responsibilities. At Reda & Des Jardins, we offer comprehensive support to ensure trustees fulfill their obligations while minimizing conflicts and ensuring a smooth distribution process. Our attorneys provide clarity, protection, and peace of mind during every stage of trust administration.

Schedule a Consultation

If you are a trustee or beneficiary in need of legal assistance with trust administration, contact us today. Our experienced attorneys are ready to provide personalized guidance and strategic solutions to help manage trust assets effectively.