Trust, Estate & Fiduciary Guidance
• Assistance with understanding and fulfilling fiduciary obligations under Trust Agreements and Wills
• Support with discretionary decision making
• Assistance in educating and communicating with beneficiaries
• Assistance with conflict resolution
• Coordination and communication with other advisors (e.g., accountants and trust and estate counsel) and family members with respect to fiduciary, probate and tax matters
• Marshalling assets; organizing records and documents
