Private Trust Administration
Dec 31, 2018OUTCOME: Trust closed without contest or conflict
Assisted a successor trustee with the administration of a private family trust containing business entities, commercial and residential real property, and complex investment assets. The trust had roug ... hly 15 beneficiaries between three generations including another estate with contested distribution provisions. Through clear communication and providing a professional accounting, the trust was closed with each trust beneficiary approving the final accounting and no ongoing objections or contesting of any trust provisions.
