Drafting and funding an estate plan is the first step in achieving a client’s testamentary objectives. The after-death administration of any trust ensures that the terms of the trust are carried out for the benefit of beneficiaries, as the grantor intended. Trust administration requires a thorough understanding of how the Internal Revenue Code effects each stage of the administration of any trust.

Our team routinely advises successor trustees on splitting revocable trusts into final year grantor and fist year complex trusts , on-going administration for existing complex trusts, making 645 elections for efficient estate administration, advisory on trustee fiduciary duties using Delaware, Michigan and Illinois trust law in addition to a litany of other services.

Our attorneys also advise Trust Protectors on the use of delineated powers to ensure a grantor’s testamentary wishes are carried out during life or death.