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Estate & Trust Administration

Our Approach

We provide sophisticated trust and estate administration services for complex estates and trusts, helping families navigate tax reporting, asset evaluations, and beneficiary matters with confidence. Our team works closely with advisors and other professionals to ensure a seamless and efficient administration process. 

Our approach begins with understanding the unique assets, structures, and responsibilities involved. We coordinate all aspects of administration, provide ongoing fiduciary guidance, facilitate trust divisions and distributions, and address complex issues as they arise. 

Our Work 

  • Complex estate/trust administration for high-value, multi-asset, and multi-jurisdictional estates
  • Federal estate tax return preparation with valuation strategy for closely-held businesses, real estate, and illiquid assets
  • GST tax planning and allocation, including exemption preservation across generation-skipping trusts
  • Coordination with appraisers, family offices, financial advisors, and CPAs
  • Subtrust funding and division (marital, family, GST-exempt) with sophisticated allocation strategies
  • Discreet beneficiary communications and dispute resolutions for complex family/trust structures
  • Ongoing fiduciary advising and trust modification/decanting

Meet Our Team

Estate & Trust Administration

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