Comprehensive and caring protection of your family and assets in Fort Myers, Florida Once a trust is established by a grantor, its operation must be overseen by a qualified administrator. This trustee manages the investment of funds and distribution of assets according to the grantor’s design contained in the trust’s documents. Trust administration requires careful attention to each detail of the grantor’s wishes. A conscientious trustee must have comprehensive knowledge of the law and be scrupulous regarding client service. For more than 12 years, I have provided highly ethical and reliable administration to a variety of trusts, maintaining the fiscal strength of these entities to serve beneficiaries through the intended life of the trust. I am available at Daniel J. Endrizal, III PA to provide administration services to new clients on a wide variety of trusts, including:
Credit shelter trusts (CST)
Charitable remainder trusts
Irrevocable life insurance trusts
Meticulous administrative services I have extensive experience in all duties expected of a trust administrator, including:
Investment of assets
Management of assets
Preparation of accountings
Preparation of tax returns
Distributions to beneficiaries
Advice to trustees A trustee can be personally liable for mistakes or omissions that result in losses for the trust. I offer sound advice to trustees to ensure accurate and complete compliance with all aspects of trust administration. If you have been named a trustee, I strongly recommend that you retain professional assistance from a trustworthy source. As an established law firm with an extensive record of success in trust administration in Florida, I can help.
Contact a reliable source for trust administration legal services. To schedule an appointment with me, call my Fort Myers, Florida office at 239-728-8555 or contact my firm online to schedule your free initial consultation.