Trust Administration Process

McPherson Law Offices ESTATE PLANNING, ESTATE & TRUST ADMINISTRATION & LITIGATION. REAL ESTATE AND ELDER LAW ATTORNEYS • . Step 3: Discover & Marshall the Assets Review trust for restrictions on the sale of assets of the trust Make sure the Trustee is collecting any rents or payments due to the trust • Review any contracts, leases, or other obligations McPherson Law Offices ESTATE PLANNING, ESTATE & TRUST ADMINISTRATION & LITIGATION, REAL ESTATE AND ELDER LAW ATTORNEYS Step 3: Discover & Marshall the Assets Investments of the trust are governed by 760 ILCS 5/5 Prudent Investor Rule as well as by the terms of the trust . Review trust assets. Are the appropriate? 4/19/2017 15

View entire presentation