Trusts and Estates Law
Developing comprehensive trusts and estate plans which account for the constantly changing circumstances that naturally arise over time requires careful, ongoing evaluation of each client’s financial circumstances and personal goals. The attorneys of Trainor Fairbrook are known for using innovative techniques that integrate each client’s business and financial plans with their unique goals, while also leveraging traditional estate planning vehicles and strategies.
This combination of the newest approaches with the most time-tested of strategies produces successful results that speak for themselves in a variety of trust- and estate-related concerns.
- Asset Protection
- Avoidance of Probate Fees
- Charitable Giving
- Estate Liquidity
- Financial Security for Loved Ones
- Health Care Planning
- Income for Retirement
- Preservation and Accumulation of Wealth
- Reduction in Estate Taxes
- Successor Management
Executing a trust might seem simple on its surface—merely a matter of carrying out the wishes of the trustor. However, there are a number of legal rules governing trust administration, and it can be very difficult to balance the interests of beneficiaries and other interested parties.
Trainor Fairbrook has decades of experience in estate planning and trust administration. We have walked countless trustees through the process of administering a trust from start to finish, including the notification of beneficiaries, organization of assets, distributing assets and ultimately winding down the trust and releasing the trustee from liability.
- Marshaling of Assets
- Trust Accounting
- Counseling of Beneficiaries
- Filing Tax Returns
- Funding Sub-Trusts
- Transferring Real Property
It is imperative to properly administer estates so that the risk of beneficiary disputes and risks to the administrator are minimized. However, there are times when such issues are unavoidable.
Our goal is always to avoid litigation wherever possible by making use of alternative dispute resolution methods, such as mediation and arbitration. However, there are times when litigation simply is necessary. When litigation is the most appropriate response, our attorneys will work with you to develop a comprehensive strategy that will achieve your objectives.
Our attorneys have many years of experience handling a variety of estate-related issues.
- Breach of Fiduciary Duty Claims
- Business and Asset Valuation Disputes
- Probate and Estate Litigation
- Removal of Fiduciaries
- Trust Administration
- Trust Disputes
- Undue Influence Claims
- Will Contests
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