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Private Administration

Good estate planning typically centers around trust planning. Issues can arise even in the most well-written trust document when an individual passes away. Trust administration can go awry for a series of reasons including the appointment of a poor trustee or fiduciary, conflict between beneficiaries and the trustee, conflict between beneficiaries, poorly written trust instruments, ambiguity with regard to the provisions of the trust instrument, and failure to properly fund a trust.

At Heritage Law Firm, we pride ourselves on both assisting with the formation of a trust instrument consistent with a given clients’ wishes as well as providing our clients and their chosen fiduciaries with the tools to ensure that the trust is properly funded and administered.

If you have previously formed a trust with another attorney, we can still be of assistance. Two action steps that you can take to ensure your trust functions properly both during your lifetime and after death can include a restatement or amendment to the trust itself or a full and complete review of various funding strategies concerning account ownership and account beneficiary designations—whether you need to make an inter vivos (during your lifetime) ownership change or by and through a payable upon death designation.

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