Fiduciary and Beneficiary Advisory Services

We work with fiduciaries (including executors, administrators, and trustees) to advise them on the unique characteristics of operating as a fiduciary. We have the experience to alert fiduciaries to their unique reporting obligations and potential pitfalls. We also work with beneficiaries to ensure that they are treated fairly and get all that they are entitled to receive. We use specialized tools to assist these clients, including decanted trusts and private settlement agreements.

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