All estate plans are built upon the following essential documents: - Living Trusts - Pour-Over Wills - Durable Powers of Attorney for Property Management - Durable Powers of Attorney for Health Care - Living Wills (Medical Directives) - HIPAA and CMIA Waivers
Trust administration is responsible for overseeing a trust's operations and affairs. This role encompasses a wide range of crucial duties, including: Asset Stewardship: Diligently managing and safeguarding the trust's assets, which may include investments, real estate, and other valuable holdings. Beneficiary Engagement: Maintaining transparent and regular communication with beneficiaries. Fiscal Compliance: Navigating complex tax regulations to ensure the trust adheres to all relevant laws. Comprehensive Record-Keeping: Meticulously documenting all financial transactions and administrative decisions.
At our firm, we offer specialized services that seamlessly blend real estate matters with trust and estate work. Our comprehensive approach is designed to provide clients with a cohesive solution for managing residential and commercial properties held within trusts or estates. Our Integrated Services Include: Property Acquisition: Guiding trust beneficiaries through the process of purchasing real estate assets Asset Disposition: Expertly managing the sale of trust-owned properties Ongoing Management: Overseeing the day-to-day operations of real estate held in trusts