Trust Administration

Slagle, Bernard & Gorman attorneys advises and performs services for institutional and individual Trustees and beneficiaries of all varieties of trusts. Among the many services provided are the following:

  • Trust funding and asset titling
  • Investment management selection
  • Trust accounting
  • Termination and distribution services
  • Allocation of trust shares for purposes of estate tax exemption, marital deduction and charitable deduction planning
  • Obtaining tax exemption and working with community foundations
  • Enforcing fiduciary duties
  • Modification or early termination of irrevocable trusts
  • Trust contest or defense of claims of incapacity or undue influence
  • Fiduciary income tax planning and tax return preparation