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