Handling Complex Trust Administration Matters
Your Family’s Law Firm
For many people, trusts are complex estate planning tools that involve many legal complexities and considerations. However, like other estate planning instruments, the primary focus of trusts is family. Trusts are tools intended to transfer assets — primarily to family and other loved ones — in ways that can retain control and tax advantages for the grantor. When serving as a trustee, it is important to work with lawyers who can help you through the legal as well as the personal considerations involved.
At Weinstein & Randisi, we are your family’s law firm. With more than 50 years of legal experience, our team of Rochester trust administration attorneys provides clients with sound counsel and representation through the trust administration process. We will remain available to you and help you understand your rights and responsibilities as a trustee.
Representation Through All Aspects Of Trust Administration
The primary benefit of a trust is that it allows the grantor to transfer assets upon death outside of the probate process in the courts. Although this certainly simplifies the transfer, there is still a great deal of work to be done by the trustee. At Weinstein & Randisi, we can help you as trustee with:
- Tax returns
- Asset valuation for capital gains purposes
We will use our experience and knowledge to explain the procedures involved and guide you through every step of the process involved with administering a trust.
Stay Out Of Court With An Attorney-Drafted Trust
In addition to assisting trustees with trust administration, we also help clients create trusts that serve a variety of purposes, from revocable and irrevocable trusts to special needs and life insurance trusts.