Trust Administration Process slide image

Trust Administration Process

McPherson Law Offices ESTATE PLANNING, ESTATE & TRUST ADMINISTRATION & LITIGATION. REAL ESTATE AND ELDER LAW ATTORNEYS • • Step 10: Trust Termination After Approval of All Beneficiaries Send out tax information to residuary beneficiaries Make sure you get paid McPherson Law Offices ESTATE PLANNING, ESTATE & TRUST ADMINISTRATION & LITIGATION, REAL ESTATE AND ELDER LAW ATTORNEYS . • • Trends in Trust Administration Litigation, more and more, litigation After the fact, complaints resulting in litigation More trust terms that attempt to control behavior of beneficiaries 4/19/2017 28
View entire presentation