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Trust Administration

Experienced Fort Pierce Attorneys Assist with Trust Administration

Reliable Florida estate lawyers advise trustees

At Bruce R. Abernethy, Jr. P.A., our attorneys advise clients in Fort Pierce on how to comply with all aspects of trust administration accurately and completely. Trustees can benefit from sound legal guidance so they are not held personally liable for losses in the value of estate assets due to errors or misconduct. In addition, for individuals who want an experienced third party representative to oversee their trust, we can assume administration duties, offering a qualified attorney to serve as trustee. We guide individuals in Florida through trust administration with confidence and efficiency.

Reputable law firm provides sound advice for trustees

Once a grantor establishes a trust, either they or a reliable fiduciary must act as trustee. The trustee is responsible for seeing to the completion of necessary tasks according to state laws and the terms of the trust. The attorneys at Bruce R. Abernethy, Jr. P.A. provide advice to trustees so they can capably manage duties related to trust administration, including:

  • Communication with beneficiaries
  • Investment of assets
  • Management of assets, including real property
  • Collection from debtors and payment of creditors
  • Preparation of accountings
  • Preparation of tax returns
  • Distributions to beneficiaries

Trust administration requires careful attention to each detail of the grantor’s wishes. We support trustees during every step of their administration efforts and provide sound legal advice to help them avoid missteps.

Knowledgeable counselors handle a wide variety of trusts

There are many different types of trusts, each with its own rules and regulations. We are well-versed in matters related to both common and less frequently encountered trusts, including:

  • Credit shelter trusts (CST)
  • Incentive trusts
  • Living trusts
  • Generation-skipping trusts
  • Qualified Terminable Interest Property (QTIP) trusts
  • Qualified Personal Residence Trusts (QPRT)
  • Charitable remainder trusts
  • Irrevocable life insurance trusts

If you have been named a trustee, sound legal counsel is often beneficial. The attorneys at Bruce R. Abernethy, Jr. P.A. provide highly ethical representation to trustees. We work to maintain the fiscal strength of trusts so that they serve beneficiaries through their intended lifetime.

Contact a reliable Florida trust administration law firm.

The trust administration process can feel overwhelming for individuals unfamiliar with estate law. Our attorneys can help to ease the burden. To schedule a consultation with Bruce R. Abernethy, Jr. P.A., call our Fort Pierce office at 772-828-2295 or contact us online.

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Our Office
  • Fort Pierce Office
    130 S. Indian River Drive
    Suite 201
    Fort Pierce, Florida 34950-4353
    Phone: 772-489-4901
    Fax: 772-489-4902