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Planning Solutions to Protect Your Investments and Your Family

Managing a Trust After Incapacitation or Death

After incapacitation or death, trustees are often in a difficult situation, without knowledge of how to properly manage a trust or deal with beneficiaries. After the formation of a trust, it must be funded and properly administered. Trustees have a fiduciary duty to properly manage investments and the operation of a trust and to make appropriate disbursements. At Spano & Dawicki, LLC, we offer experienced, strategic support to our clients, including trustees and beneficiaries with an interest in trust administration.

After death or incapacitation, our attorneys will help trustees carry out their fiduciary duties and legal obligations or represent beneficiaries seeking to protect their own financial interests. If you are a trustee, it is important to consult with an experienced attorney to avoid potential liability for improper administration or a failure to uphold fiduciary obligations.

Our Massachusetts trust management attorneys are experienced with trust administration, including:

  • Management of trusts
  • Asset distribution
  • Asset protection
  • Disbursements
  • Tax obligations
  • Trust disputes
  • Litigation
  • Representation for beneficiaries

Trust Administration to Address Your Needs

Different trusts meet different needs, given the intent of the trust creator and its structure. Depending on the trust, a trustee may have varying degrees of responsibility. Our Boston trust administration attorneys will review the trust document, assess the vehicle and work directly with you to ensure that the trust is properly administered. We are experienced with disbursement of funds to meet the needs of minors or disabled or incapacitated people. Our attorneys will advise you of your obligations, assist with accounting and inventory, prepare required reports, handle tax returns, and give you necessary advice and counsel through the administration process.

Don't know where to turn? Call us at 781-231-7800 or contact our Boston, Massachusetts lawyers by e-mail to arrange an initial consultation or case evaluation.

Our office is conveniently located at the intersection of Route 1 and the Lynn Fells Parkway and is only minutes from Logan Airport, downtown Boston, and Routes 93, 95 and 128. Credit cards accepted.

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Spano & Dawicki, LLC
605 Broadway
2nd Floor
Saugus, MA 01906

Phone: 781-231-7800
Toll Free: 1-855-227-4645
Toll Free: 1-855-Caring-Law
Fax: 781-231-7900
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MAILING ADDRESS
P.O. Box 1345
Saugus, MA 01906

Beverly Office
Phone: 978-922-2100
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Boston Office
Phone: 617-720-0002
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Cambridge Office
Phone: 617-354-0144
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Woburn Office
Phone: 781-933-0053
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