DiMedio Law provides guidance to individuals named as trustees or as executors of estates. We help ensure that you successfully uphold your fiduciary duties.
Trust administration requires careful attention to each detail of the grantor’s wishes. We assist clients with the administration of a wide variety of trusts, including:
We have the extensive experience in all duties expected of a trust administrator, including:
A trustee can be personally liable for mistakes or omissions that result in losses for the trust. We offer sound advice to trustees to ensure accurate and complete compliance with all aspects of trust administration. If you have been named a trustee, we strongly recommend that you retain professional assistance from a trustworthy source.
We can guide you through all aspects of probate and estate administration, including:
We assist executors with the arduous process of collecting, managing, valuing, protecting and liquidating the assets of the estate. When appropriate, we call upon accountants, financial advisors, real estate agents, property managers and other professionals to assist with executor duties. We can access expert opinions about unique assets such as antiques, rare books, automobiles and other collectibles for accurate valuation, management and possible sale.