Whether you are a trustee or a beneficiary, understanding your role in a trust can be confusing. Mismanaging a trust can have severe legal ramifications. For help with trust administration, contact Marlon Brammer today. Meet with our Boca Raton, FL trust administration lawyer to understand your rights.
What A Trust Administration Lawyer Does
Our Boca Raton trust administration lawyer is integral to your trust management plan. We help trustees fulfill their legal obligations under a trust agreement and help beneficiaries understand and protect their rights.
If you are in charge of performing the duties outlined in a trust, our trust administration lawyer is a valuable resource. From investment advice to interpreting the agreement and your role as trustee, retain our services so you are protected.
Our trust administration lawyer also represented beneficiaries of a trust. Whoever included you in the trust wants you to receive your distributions in a particular way. When a trustee fails to perform their duties, it is your right to initiate a competency review and possibly sue.
Ways A Trust Administration Lawyer Can Help You
If you are a trustee, our trust administration lawyer can help you manage the trust and distributions. Here are some other ways working with our attorney is beneficial:
- Assistance interpreting the trust document
- Advisement on your state laws
- Preparing and filing trust documents
- Represent you in any lawsuits pertaining to the trust
- Strategize investments
- Help you understand your duties as a trustee as they are written in the trust agreement
- Mediate between you and the beneficiaries if any issues arise
Hiring our trust administration lawyer shields you from potential litigation. You must explicitly understand your role as trustee so you are not challenged or accused of abusing your responsibilities.
If you are the beneficiary of a trust, you may also have cause to consult with our trust administration lawyer. Our attorney can help beneficiaries of a trust by:
- Representing your rights and making sure you are receiving the proper distributions
- Identify issues with the trustee, including conflicts of interest
- Handle litigation on your behalf
- Help you understand the trust documents
- Enforce distributions and other trustee duties as outlined in the trust agreement
- Optimize financial benefits by recommending ways to get a significant return on investment and minimizing taxes
Lawsuits are expensive, and prolonged litigation can take up a lot of resources. Hiring our trust administration lawyer may avoid unnecessary legal battles, saving you time and money.
Trusts are a valuable component of an estate planning strategy. However, if administered incorrectly, beneficiaries may not get the total value of the trust's benefits. In addition, the role of the trustee is critical, and upholding the duties written in the trust agreement is legally binding. Get support with managing a trust by hiring our Boca Raton trust administration lawyer. The Marlon Brammer team has extensive estate planning experience and is available to help you with all aspects of administering a trust so you can focus on what matters most.
