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Trust Administration

For Florida Trust Administration, Wintter Law Provides Expert Knowledge

Like a will, a trust provides for the administration and transfer of assets among beneficiaries pursuant to specific directions set forth in a Trust Agreement. Unlike a will, a trust may be implemented while the grantor is still alive and still has ownership and control over the property to be distributed. Often, the beneficiaries are limited as to how they may use the property and often money may be delegated for certain uses. When someone creates a trust, they name not only the beneficiaries but also a successor trustee who is responsible for overseeing the distribution of property according to the wishes of the grantor and in accordance with state and federal laws. However, trust administration is highly complex and can involve details and restrictions of which beneficiaries and trustees may be unaware. This is why it is very important for a trustee to secure the services of an experienced Florida trust administration attorney to oversee and direct their steps.

Trustees Are Open to Legal Liability—Rely on Our Florida Trust Administration Expertise to Keep You Safe

Being a trustee carries a great deal of responsibility and it can often leave the fiduciary vulnerable to financial mistakes or legal action. Serving as a trustee requires assistance because the trustee has many responsibilities that are not mentioned in the trust.  A trustee has duties under Florida law which are often overlooked when they are not represented by legal counsel. The attorneys at Wintter Law provide counsel and guidance to help a trustee administer the assets according to the wishes of the grantor and in accordance with Florida law in order to avoid mistakes, deter self-dealing, and prevent future trust litigation.

Reputable Trust Administration Attorneys Will Guide Your Way

Trust administration is complex. A trustee needs a detail-oriented lawyer who knows the Florida Trust Code and can guide them through every step and nuance of the process. The Florida trust administration lawyers at Wintter Law provide guidance for all aspects of trust administration, including notifying beneficiaries, marshaling assets, assessing and implementing discretionary distributions, and distributing the property to beneficiaries. We will also guide trustees on how to minimize taxes and help them to fully comply with their legal responsibilities.

We will prepare the accountings for the trustee and collect all necessary documentation to ensure that he or she does not face future legal liability. Our ultimate goal is to protect the assets, guarantee that they are divided according to the wishes of the grantor, and look after the best interests of the beneficiaries.

Is Your Florida Trust Administration Lawyer Board Certified? Make Sure Your Legal Team is Qualified

Very few lawyers have the necessary qualifications to effectively handle Florida trust administration. In fact, there are more than 110,000 licensed attorneys in Florida, and approximately 340 of them, including Christopher Wintter, are Board Certified in Wills, Trusts, and Estates. A Board Certified attorney is truly an expert in their field and can guide a fiduciary through the proper administration of a trust. Our trust lawyers will ensure a trustee meets all legal obligations to everyone involved in the trust administration, including beneficiaries, creditors, and taxing authorities. In this way, a trustee can effectively administer a trust, adhere to the terms of the trust, and avoid litigation.

For Trust Administration in Florida, Call Our Firm to Discuss How We Can Serve You in throughout Florida.

Wintter Law provides experience in the specialized area of law that is needed for Florida trust and estate matters. Our firm provides thorough, ethical solutions that will serve you and your family now and into the future. Schedule a consultation by calling our office at 954-920-7014 or if you would like for us to contact you, please complete our online form.

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Fort Lauderdale Office 17 Rose Drive
Fort Lauderdale, Florida 33316

T. 954-920-7014 | F. 954-920-7080

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West Palm Beach Office 777 South Flagler Drive, Suite 800
West Palm Beach, Florida 33401

T. 561-470-3448 | F. 954-920-7080

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