ManagingYOUR TRUST
Professional trust administration services for 75+ years, ensuring your legacy is managed properly and beneficiaries receive their rightful distributions.
Fiduciary Excellence
Professional management of trust assets with the highest standards of fiduciary responsibility and care.
More Than JustManagement
Trust administration is the process of managing trust assets according to the terms of the trust document and applicable law. It requires careful attention to detail, financial knowledge, and understanding of fiduciary duties.
Whether you're a trustee needing guidance or a beneficiary seeking representation, proper trust administration ensures the grantor's wishes are fulfilled while protecting all parties' interests.
Trust administration involves complex responsibilities including asset management, tax compliance, beneficiary communications, and distribution planning. Each trust is unique and requires customized administration strategies.
Our experienced team helps trustees fulfill their fiduciary duties while ensuring beneficiaries receive proper distributions and transparent accounting of trust activities.
Our Trust Administration Services
Comprehensive support for trustees and beneficiaries
Trust Accounting
Detailed record-keeping, financial statements, and regular accountings to beneficiaries as required by law.
Asset Management
Professional oversight of trust investments, real estate, and business interests to preserve and grow trust assets.
Distribution Planning
Strategic planning and execution of distributions to beneficiaries according to trust terms.
Tax Compliance
Preparation and filing of trust tax returns, including Form 1041 and K-1 distributions to beneficiaries.
Beneficiary Relations
Clear communication with beneficiaries about trust activities, distributions, and their rights.
Fiduciary Guidance
Legal counsel for trustees on fulfilling fiduciary duties and avoiding personal liability.
TrusteeResponsibilities
Understanding the critical duties and obligations of serving as a trustee
Fiduciary Duty
Trustees must act solely in the best interests of beneficiaries, avoiding conflicts of interest and self-dealing. This includes prudent investment of trust assets and impartial treatment of all beneficiaries.
Asset Protection & Growth
Managing trust assets requires balancing preservation of principal with reasonable growth. Trustees must diversify investments, monitor performance, and adjust strategies as needed.
Record Keeping & Accounting
Maintaining detailed records of all trust transactions, providing regular accountings to beneficiaries, and keeping accurate books for tax and legal purposes.
Communication & Transparency
Keeping beneficiaries reasonably informed about trust administration, responding to legitimate requests for information, and providing required notices.
Types of TrustsWe Administer
Experience with all trust structures and complexities
Revocable Living Trusts
Administration after the grantor's death, including asset collection, debt payment, and distribution to beneficiaries.
Irrevocable Trusts
Ongoing administration of irrevocable trusts including asset protection trusts and Medicaid planning trusts.
Special Needs Trusts
Careful administration to preserve government benefits while providing supplemental support for disabled beneficiaries.
Charitable Trusts
Management of charitable remainder trusts and charitable lead trusts with complex distribution requirements.
Generation-Skipping Trusts
Multi-generational trust administration with GST tax planning and dynasty trust considerations.
Spendthrift Trusts
Protection of beneficiaries from creditors while ensuring appropriate distributions for support and maintenance.
Need Help WithTrust Administration?
Whether you're a trustee seeking guidance or a beneficiary needing representation, our experienced team can help navigate the complexities of trust administration.
Ready to Protect Your Family?
Schedule your free consultation today. No obligation, just professional guidance to help you understand your options and make informed decisions. We offer flexible scheduling with in-person and teleconference meetings available.
Schedule Your Free Consultation
Contact Us Directly
Call Us Today
(727) 367-1976Email Us
info@generationsoftrust.comVisit Our Office
1110 Pinellas Bayway South #208(2nd floor, elevator available)
Tierra Verde, FL 33715
(Temporary location while 433 76th Ave is under reconstruction)
Schedule Your Appointment
We offer flexible scheduling to accommodate your needs.
Available: In-person and teleconference meetings
Call (727) 367-1976 to schedule your consultation
Why Call Today?
- ✓Free initial consultation
- ✓Same-day appointments available
- ✓No obligation to proceed
- ✓Professional guidance you can trust