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