(512) 329-0491 julia@jgblegal.com

PRACTICE AREAS

Juila G. Benkoski

Attorney,Credentialed Distinguished Mediator,
Commercial Arbitrator

Trust Administration

A revocable living trust is a legal document that, just like a will, contains your instructions for what you want to happen to your assets when you die. But, unlike a will, a living trust can avoid probate at death, control all of your assets and prevent the court from controlling your assets if you become incapacitated.  In addition, it can protect your privacy and provide additional, possible protection from third parties.  Most importantly, it is critical that you discuss your estate planning goals with your attorney so that she can share estate planning options with you.

Upon the death of a trust maker our law firm offers legal services to your successor trustee. The trustee is responsible for seeing that the assets of the trust are distributed properly and in a timely manner. An overview of the valuable guidance we provide includes:

Review of the trust document
Gathering of all trust assets
Explanation of trustee responsibilities
Estate Tax Analysis
Collection of death benefits
Creation of sub-trusts
Dissolution of trust