Wills & Trust
Trust administration encompasses the transfer of assets pursuant to the specific language and instructions contained in the trust agreement. It may also include execution of various tax returns if a personal representative has not been appointed for an individual who established the trust if he or she is now deceased. Trust administration is not limited to post-death administration, as inter vivos trusts routinely provide for distribution of both income and principal during the grantor’s lifetime. Where the grantor appoints himself or herself as the initial trustee, it may be necessary for a successor trustee to administer the trust if the grantor is unable to do so.
Will and trust contests: Challenges to the validity of a will and/or trust may be pursued based on grounds provided by statute. Will and trust contests frequently arise when there are questions involving testamentary capacity of the decedent, undue influence, duress, fraud or other factors such as mistake.