Contemporary Trust Administration

Ensuring trust assets are administered effectively

The professionals at Reid Michaelis provide highly ethical and reliable administration for the Trustees of a wide variety of trusts, including:

  • Credit Shelter Trusts
  • Incentive Trusts
  • Revocable Trusts
  • Dynasty Trusts
  • Self-directed Trusts
  • Special Needs Trusts
  • Qualified Domestic Trusts
  • Foreign Trusts
  • QTIP Trusts
  • Grantor Retained Annuity Trusts
  • Irrevocable Life Insurance Trusts
  • Qualified Personal Residence Trusts
  • Intentionally Defective Grantor Trusts
  • Educational Trusts
  • Charitable Trusts

We assist individual and corporate Trustees with all fiduciary responsibilities, including:

  • Preparation and settlement of Trust accountings
  • Fiduciary income tax returns and Planning
  • Distributions to Beneficiaries
  • Trustee Compensation Issues
  • Unitrust Elections
  • Exercise of Power to Adjust
  • Decanting Irrevocable Trusts
  • Amendment of Irrevocable Trusts
  • Practical advice on all phases of Trust administration