Serving As A Trustee And Advising Trustees
Once a trust is established by a grantor, its operation must be overseen by a qualified administrator. The administrator or trustee manages the investment of funds and distribution of assets according to the grantor’s design contained in the trust’s documents. Trust administration requires careful attention to each detail of the grantor’s wishes. A conscientious trustee must have comprehensive knowledge of the law and be scrupulous regarding client service.
Since 1988, I have provided highly ethical and reliable administration to a variety of trusts, maintaining the fiscal strength of these entities to serve beneficiaries through the intended life of the trust. I am available to provide administration services to new clients on a wide variety of trusts, including:
- Credit shelter trusts (CST)
- Incentive trusts
- Living trusts
- Generation-skipping trusts
- QTIP trusts
- Charitable remainder trusts
- Irrevocable life insurance trusts
Meticulous Administrative Services
I have extensive experience in all duties expected of a trust administrator, including:
- Preparation of accountings
- Preparation of tax returns
- Distributions to beneficiaries
Advice To Trustees
A trustee can be personally liable for mistakes or omissions that result in losses for the trust. I offer sound advice to trustees to ensure accurate and complete compliance with all aspects of trust administration. If you have been named a trustee, I strongly recommend that you retain professional assistance from a trustworthy source. As an established law firm with a long record of success in trust administration in Pennsylvania, I can help.
A Reliable Source For Trust Administration Legal Services
To schedule an appointment with Robert S. Balter, P.C., call my Jenkintown, Pennsylvania, office at or contact my firm online.