Lera Tiberini PC is continuing to actively provide legal services to clients during the COVID-19 pandemic.

However, pursuant to the recent stay at home orders, we are working remotely to assure your safety and the safety of our employees, and we have replaced in person meetings, including document executions, with video and telephonic conferences. We appreciate your continued business and the opportunity to provide you with the assistance you need.

Trust Administration

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Trust Administration

Being a trustee can be a piece of cake or a very dangerous job. At the outset of a trust administration, it is difficult to tell whether the path will be easy or hard. A trust administration can involve a lot of different administration issues, including business succession, taxation and creditor issues. It pays to have good counsel like the attorneys at Lera Tiberini who can expertly guide you through the administration process.

Our experience encompasses all aspects of trust administration including trustee and beneficiary representation. We have experience in all court proceedings relating to the administration of trusts, property allocation agreements, accountings, qualified disclaimers, special needs trusts with related court proceedings, and spousal property characterization issues. Our attorneys are also well versed in the administration of large estates, including all related estate, gift, income and property tax planning issues. Our work also includes preparation and review of federal estate tax returns (Form 706) including audit representation.

We know that the administration of a trust can be daunting, and we will be there to help you each step of the way.