June 2018 Trust Administration

Represented trustees with administration of a multi-million dollar trust. Trustees desired to protect beneficiaries and provide for continued management of the trust’s assets.  DeAngelis Legal worked with the trustees, beneficiaries and successor co-trustees, including adding a corporate trustee, to resolve the issues and document the transition and ongoing management plan.  The plan included decanting the terms of the trust into a recipient trust, a non-judicial settlement agreement releasing the trustees and an irrevocable trust agreement for the ongoing management of the trust.

By |2018-07-19T18:13:37+00:00July 15th, 2018|Recent Projects, Probate and Trust Administration, Homepage|Comments Off on June 2018 Trust Administration