Trusts and Trust Administration
Trusts and Trust Administration

Establishing Trusts
Trusts serve a variety of purposes, from ensuring a smooth transfer of wealth to minimizing estate taxes and providing for beneficiaries with special needs. We assist clients in creating a range of trusts, including:
Revocable Living Trusts
Allowing flexibility during your lifetime while avoiding probate upon death.

Special Needs Trusts
Preserving government benefits for disabled family members while providing financial support.

Irrevocable Trusts
Used for asset protection, tax planning, and charitable giving.

Cabin Trusts
Ensuring family vacation homes remain in the family across generations.

Marital and Family Trusts
Providing for spouses and children while minimizing estate taxes.
Charitable Trusts
Supporting philanthropic goals while securing tax advantages.
Trust Administration
Administering a trust requires careful management, legal compliance, and fiduciary responsibility. We assist trustees with: