Our attorneys routinely advise trustees, trust protectors and trust advisors regarding their fiduciary duties. We also represent trust beneficiaries regarding their rights under a trust document. In appropriate circumstances, our attorneys may serve as trustee — on the condition that the client has carefully considered other trustee options and has discussed relevant ethical and potential conflict of interest issues.
Our trust administration services include:
- Advice regarding dispositive terms of trusts and standards for distributions to beneficiaries
- Advice regarding a beneficiary’s rights
- Advice regarding compliance with applicable statutes, including the New Hampshire Trust Code, the Uniform Principal and Income Act, and the Uniform Prudent Investor Act
- Assistance with federal and state trust fiduciary income tax returns
- Preparation of annual accounts
