Trust Administration
Whether you establish a traditional trust or a living trust, certain responsibilities and duties must be performed by a trustee in the administration of that trust. Trust administration requires an extensive knowledge of trusts, estate planning, and in some cases, probate law. Attention to detail and commitment to protecting the interests and rights of each client are advantageous qualities to seek when retaining a trust administration attorney.
Trust Administration Duties
Some trust administration duties commonly performed by trustees include accounting, sending notices to beneficiaries, estate appraisal and inventory, filing income and estate taxes, and administering any sub-trusts. Should a trust disputes arise, an attorney at Wollman, Gehrke & Associates, P.A. is well equipped to assist with trust litigation.
For assistance drafting trusts, determining how trusts will be funded, managing trusts, or any other trust administration related issue, retaining legal council with specialized knowledge in this area is important. Our attorneys can answer any questions, review your specific situation, and help determine what services are required.
Administering a Trust in Naples
Attention to detail accompanied by diligent protection of the assets and interests of clients is what earned Wollman, Gehrke & Associates an AV-rating by Martindale-Hubbell Law Directory. This is the highest rating available and signifies both superior legal ability and professional ethics. With over 50 years combined experience, our knowledgeable legal team works hard every day to protect and promote the best interests of each client.
CONTACT OUR FIRM TODAY to schedule a confidential initial consultation for more information or assistance with trust administration duties.
What Our Clients Are Saying
Past Clients Are Our Best Advertisements
Serving Naples, FL Since 1994
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"They went above and beyond"The most professional and understanding organization, especially during these troubling times. They went above and beyond to to hurdle through many roadblocks to resolve my family’s affairs.- Tom R.
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"I highly recommend them!"Ed Wollman and his team are very knowledgeable attorneys who handle their clients with great care. The office manager, Jo-Ann Hendrickx is a true asset to the firm as she is dedicated, hard working and always looking out for everyone's best interests.- Kim R.
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"We highly recommend their expertise."The office is very professional and easy to work with. Every aspect of our planning was explained in layman's terms with some humor. Our revised trust plus all documents written by them.- Douglass P.
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"Jo-Ann Hendrickx is a delight!"Such an asset to the firm! Her caring way and hard working values are unmatched! Thank you!- Maria S.
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"Ed Wollman and his team did a wonderful job with our estate planning. He took the time to make my family and I feel comfortable throughout the process. We are very grateful."Ed Wollman and his team did a wonderful job with our estate planning. He took the time to make my family and I feel comfortable throughout the process. We are very grateful.- Goldie James
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"Thank you, Ed Wollman and Team."Ed Wollman had been my father's attorney for years and reviewed his documents with him faithfully every five years. Before my dad went into Hospice, Ed and his team were a great source of information and comfort during a difficult time. After his passing it was made easier navigating closing the estate with his team and words of encouragement. The value of knowing that everything was handled in the courts was a huge relief. Thank you, Ed Wollman and Team.- Lilla P.
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"Ruthanne (my wife) and I worked with Ed Wollman on our estate plans - he was wonderful! Ed explained everything in a manner we could understand and followed through until we signed the documents. He's been available to answer any questions we had."Ruthanne (my wife) and I worked with Ed Wollman on our estate plans - he was wonderful! Ed explained everything in a manner we could understand and followed through until we signed the documents. He's been available to answer any questions we had. I certainly recommend Wollman, Gehrke & Associates!- Ken Ginsberg
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"The office of Wollman Gehrke & Associates does an excellent job in a professional manner. Jo-Ann Hendrickx is an asset to the firm with her friendly manner and depth of knowledge."The office of Wollman Gehrke & Associates does an excellent job in a professional manner. Jo-Ann Hendrickx is an asset to the firm with her friendly manner and depth of knowledge.- Amy Havig