Trust Administration. Represented beneficiary with administration of irrevocable trust. Beneficiary desired to purchase new residence using distributions from an irrevocable trust. DeAngelis Legal explained the parameters of the trust and proposed alternatives for the beneficiary to achieve her objectives within the terms of the instrument. DeAngelis Legal also documented the transactions to protect the beneficiary and trustees from future claims.
By Quinn DeAngelis|2018-08-11T16:38:37-07:00March 15th, 2017|Recent Projects, Probate and Trust Administration|Comments Off on February, 2017 Trust Administration.