Trust Administration

Trustee Assistance Grounded In Decades Of Legal Experience

The trustee’s role in maintaining and administering a trust is vital. They have the responsibility of making sure the assets contained in the trust are handled properly and in the best interests of the beneficiaries. For most trustees, the legal obligations and rules related to the job are unclear. They need the guidance and advice of an experienced trust administration attorney to make sure they handle their duties the right way and reduce the risk of litigation.

Freedman, Thompson, Witt, Ceberio & Byrd, PLLC, represents trustees in the Winston-Salem area. Our firm’s roots in the community stretch back nearly 100 years. In that time, we have provided transactional help and practical legal advice to thousands of trustees. We will provide you good value thanks to our commitment to open communication, professionalism and treating you as a member of our family.

Freedman, Thompson, Witt, Ceberio & Byrd, PLLC, Has The Privilege To Serve As Trustee

Bryan C. Thompson and A.J. Ceberio with the firm have the distinct privilege of serving as trustee for several trusts, from special needs trusts and Medicare set aside trusts, to educational and liquidating trusts. Bryan and A.J. take their role as fiduciaries seriously and always focus on the best interest(s) of the trusts beneficiaries and the trust maker’s intent.

The Trustee’s Legal Duties

In estate planning and probate law, the trustee is the individual named in the trust as responsible for maintaining the assets in the trust for the benefit of the beneficiaries. For example, if there is a piece of real estate included in the trust, the trustee must keep the property clean and in good working order, ensure the property taxes are paid, and so on.

This is called having a fiduciary duty toward the trust’s beneficiaries, which is why a trustee is sometimes referred to as a “fiduciary.” Violating the fiduciary duty can expose you to a lawsuit from the beneficiaries or other parties. Our job as your law firm is to help you avoid this risk and make it possible for you to honor the grantor’s wishes for distributing the trust’s assets.

Before You Proceed, Know Your Rights And Obligations

As a trustee, you have the right to seek experienced legal counsel for help performing your duties. Call us at 336-725-8323 or send us an email to schedule a consultation. Free parking available.

Speak To A Dedicated Attorney

You can reach our Winston-Salem office via our online form or by calling us at 336-725-8323. Take the first step toward resolving your legal issue when you arrange your private consultation with a knowledgeable lawyer at our firm.