Trust Administration

Great Lakes Family, Probate & Estates prepares and administers Trusts for individuals and families.  The attorneys at GLFPE offer exceptional experience in counseling clients to ensure that their Estate Plan intentions are carried out.  This includes explaining reasons for choosing to incorporate a Trust as part of an Estate Plan.  Before preparing documents, GLFPE attorneys meet with clients to discuss family dynamic, lifestyle, and overall goals.  An appropriate estate plan is then designed to meet the present and future objectives of the client.  All documents are reviewed with the client to verify their estate planning goals are being accomplished and once verified, signing of the documents will occur with a GLFPE attorney.

Trust Administration assistance is available at Great Lakes Family, Probate & Estates.  The attorneys at GLFPE counsel Trustee clients through the administration process; from ensuring that the Trustee understands the Trust document as well as the requirements of their role as Trustee, through tracking and administering Trust funds.  GLFPE attorneys counsel Trust Beneficiary clients; assisting them with understanding their legal rights, including their right to receive Notice and be kept reasonably informed throughout the Trust Administration process.

Special Needs Trusts are a subcategory of trusts which are available to preserve assets and income for individuals with special needs.  Great Lakes Family, Probate & Estates has extensive experience drafting and administering Special Needs Trusts.  The attorneys at GLFPE meet with clients to discuss their situation and explain options available to ensure that an individual with special needs is properly cared for and all of the individual’s assets and income are appropriately used to benefit him or her.

The attorneys at Great Lakes Family, Probate & Estates prepare and administer various Trusts for clients, including:

  • Revocable Living Trusts
    • Individual Trust
    • Joint Trust
  • Irrevocable Trusts
  • Special Needs Trusts
    • First Party Special Needs Trust
    • Third Party Special Needs Trust

Contact Great Lakes Family, Probate & Estates for assistance with Trust drafting and Trust Administration at 1-888-55-GLFPE (45373) or info@glfpe.com.

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