Trust Administration

At Walentine, O'Toole, McQuillan and Gordon, we have the experience and knowledge with post-death trust administration issues that are necessary to make sure that the tax advantages of tax planning trusts are not lost.  When a trust is established, several ongoing tasks remain.  Administering the trust to ensure that the bank or other trustee is meeting all legal obligations.  At Walentine, O'Toole, McQuillan and Gordon law firm, we have both the financial and legal knowledge to assure your trust is in safe hands.  If one of our attorneys is the trustee, we make sure all bills are paid, all tax returns are filed, and that all moneys and other property from the trust are distributed appropriately and at the right time. If we are asked to assist the trustee, we will perform any of these functions that are requested.  To establish and assist with a trust, you need a lawyer who also understands finance and business. For a free consultation about our ability to help with your family with estate and trust administration please contact us today:  402.330.6300.