BRESSON
Law Offices, PLLC
Experience You Can Trust
Law Offices, PLLC
Experience You Can Trust
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Trust Administration
Services
- Wills, Trusts, & Estate Planning
- Long-Term Care and Medicaid Planning
- Probate & Estate Administration
- Special Needs Trusts
- Guardianships
- Trust Administration
Contact Me
Please contact me at the Bresson Law Offices, PLLC of Spokane, Washington to schedule a consultation.
A trustee occupies the position of trust. The trustee must manage assets that belong to another, who is called the beneficiary. The trustee owes a duty to the beneficiary, and to the residual beneficiaries who may be entitled to trust funds upon the death of the principal beneficiary.
A trustee's position is not without its potential liabilities. There may be disgruntled relatives who are jealous of the trustee's authority, or the beneficiary's wealth. A residual beneficiary may be convinced that no one could handle so much money for another without putting some of it in their pocket. These trust administration situations can result in litigation.
A trustee needs solid guidance and counsel. I can assist you in your trust administration, which will include:
Concerns regarding the management of trusts: If you are the beneficiary or residual beneficiary, or a concerned relative, and you have reasonable grounds to suspect that a trustee is not acting properly or fulfilling his role diligently, you may want to discuss the matter further with an attorney. If you feel that the trustee is not upholding the highest standards, I can help you. I know what to look for and what questions to ask and, if litigation becomes necessary, I will help you pursue it.
A trustee's position is not without its potential liabilities. There may be disgruntled relatives who are jealous of the trustee's authority, or the beneficiary's wealth. A residual beneficiary may be convinced that no one could handle so much money for another without putting some of it in their pocket. These trust administration situations can result in litigation.
A trustee needs solid guidance and counsel. I can assist you in your trust administration, which will include:
- Adhering to the terms of the trust;
- Complying with the laws of the state of Washington; and
- Working with accountants regarding accountings and federal and state tax returns.
Concerns regarding the management of trusts: If you are the beneficiary or residual beneficiary, or a concerned relative, and you have reasonable grounds to suspect that a trustee is not acting properly or fulfilling his role diligently, you may want to discuss the matter further with an attorney. If you feel that the trustee is not upholding the highest standards, I can help you. I know what to look for and what questions to ask and, if litigation becomes necessary, I will help you pursue it.
