Trust Settlement

LegacyIf you are appointed as an individual trustee of a trust, you may need help identifying or discharging your duties. We will help you identify what needs to be done and how to fulfill your responsibilities during the administration or settlement process.

 

 

We also assist corporate trustees in the settlement of simple and complex  trusts throughout all counties in New York State. We can handle both informal and formal settlements and assist the corporate trustee in a detailed background and overall risk analysis to determine which settlement method is best.