​​​What Will Be Your Legacy?

Create peace of mind with a plan that secures your legacy, preserves hard earned assets and passes them on to the ones you love.

In cases where all of the assets are being held in a trust, we can help the successor trustees in the administration and management.  


Trust: is defined by a set of instructions


Trustee: must make decisions regarding safeguarding property and investments, must account, must communicate to beneficiaries, file tax returns, 


Trust funding: assets not titled properly, assets will have to go through probate and then can be retitled and put into trust


Trustee Duties:

               Loyalty - no self dealing, borrowing or loaning trust money, selling trust assets to family member, duty to deal impartially with beneficiaries - to take posession and control, protect, invest, duty to keep property seperate - no commingling



If you have been named as a successor trustee the first thing you should do is:


Stages of Trust Administration

1. Collection: Must collect all of the deceased information, regarding trust, trust property, the grantor, beneficiaries, notify proper authorities of the death, trustee normally hires an attorney and other professionals to help administer trust. 


2. Planning stage: assist trustee with planning, lodging of the will with court, review the trust and map out a plan of action, Give notice to all beneficiaries, provide court with will,  notice to creditors, pay creditors, sell property, go over tax, legal realities, outline terms of the trust,


3. Distribution & Management Stage: Depending on the language of the trust trustee may distribute all assets outright or distribute property incrementally over time.











TRUST ADMINISTRATION

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443-677-2364                  sdamenta@amentalaw.com

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​If You have an Estate Planning Or Elder  Law Question Contact Us today!

No matter what your elder law or estate planning goals are, we will work with you to make sure they are achieved. As your advisor and partner, we will meet with you, outline your goals, draft your documents and help you execute your plan. Contact us today to discuss your estate planning and elder law issues.


If you have any questions after the plan is in place, we are only a phone call, email or office visit away. In addition, if you sign up for our monthly newsletter, we will provide you with news updates, advice and tips regarding elder law and estate planning issues.   Contact us today to discuss your estate planning and elder law issues.

An Estate Planning & Elder Law Practice

Amenta Law Firm

​​​Amenta Law Firm

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An Estate Planning & Elder Law Practice

Phone: 443.677.2364​​

Email: sdamenta@amentalaw.com