Trust Administration

Palos Verdes Trust Accounting and Reporting Attorneys

In California, many different types of trust options are available to meet virtually any need. The attorneys at Burkley Brandlin Swatik & Keesey LLP have a great deal of experience in trust matters, and we can recommend the trusts that can achieve your goals.

At Burkley Brandlin Swatik & Keesey LLP, our work does not stop with the creation of a trust, however. We provide a complete range of trust administration services and advice designed to facilitate painless administration of trusts and compliance with the law. Contact the Torrance trust administration attorneys at Burkley Brandlin Swatik & Keesey LLP for more information about our services and to learn how we can be of assistance.

Comprehensive Trust Administration Services and Advice

Our attorneys can provide you with the level of services and advice you need. We can handle all aspects of the trust administration process, or just those services you need assistance with. We can:

  • Handle all accountings and create essential reports
  • Arrange for the proper preparation and filing of tax returns
  • Advise the trustee as to the wise investment of trust assets, or refer them to a qualified investment advisor
  • Create proper reports to be given to the trust’s beneficiaries
  • Coordinate with the institutional trusts
  • Advise the trustee as to their general legal responsibilities in administering a trust
  • Provide other services as needed

As a trustee, you have a duty as a fiduciary to comply with the law and manage the affairs of the trust in a responsible manner. Failure to do so can make you personally liable, but our lawyers can provide you with advice and services so you can avoid any trust litigation and fulfill your ethical responsibilities.

Burkley Brandlin Swatik & Keesey LLP has earned a reputation in the South Bay and the Los Angeles metropolitan area for providing sound estate planning and estate administration advice.

Free Telephone Consultation — Contact Our Firm

For a free telephone consultation about a trust administration or estate planning matter, contact Burkley Brandlin Swatik & Keesey LLP.