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Trust & Estate Administration

Trust and estate administration can often be unintentionally challenging due to a variety of reasons such as changing laws, family dynamics, and the estate planning tools selected.

Institutional and individual clients such as business owners, professionals, families, and retirees are among the clients who seek our counsel. The issues our trust and estate administration attorneys regularly handle on behalf of administrators include:  

  • Identification of proper tax-planning techniques
  • Discretionary distributions of income or principal to one or more beneficiaries
  • Acquisition, disposition and expenditure of assets
  • Complex will contests
  • Trust administration disputes
  • Fiduciary malpractice defense 
  • Probate and trust litigation matters
  • Preparation of notices, accountings, petitions, and orders for the Court in addition to both estate and income tax returns

Foster Swift attorneys practicing in this area are highly regarded by peers and clients for their legal skills and professionalism.  More than half the group is recognized in Best Lawyers in America and three are members of the American College of Trust and Estate Counsel, an elite organization of the top estate planning and administration attorneys in the country.

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