Trust Administration
From writing and establishing a Trust, to ensuring it is properly administered throughout your lifetime (and after) the team at Markve & Zweifel can help.
For those who have a trust drafted by the estate planning lawyers the administration is pretty easy. We’ll be sure to set you up for success after signing by making sure the trust is properly funded, checking in periodically to make sure the trust is working as it should.
For others, usually the ones who paid thousands of dollars for a big trust presented in a fancy three-ring binder, our team can help make sense of all the pages and ensure it works the way you think it should.
Trust Administration
We can help answer the eternal questions of:
- What exactly is a Trust?
- Do I need to be a millionaire to have one?
- What is the difference between a Grantor, a Trustee and a Beneficary?
- What does “health, education, maintence and support” really mean?
- What is a trust corpus?
- Do I ever get the money from the Trust?
Schedule a free consultation with one of our lawyers to talk about your Trust.
Whether you need help making sense of the Trust itself, or want to ensure your making the trust distributions correctly and complying with accounting and tax requirements, we can help.