PRACTICE AREAS
Trust
Administration
Guidance for managing trust responsibilities, protecting trust assets, and carrying out the instructions a loved one put in place.
ABOUT OUR PRACTICE
Understand Your Responsibilities. Move Forward With Confidence.
Being named a trustee is an important responsibility. You may need to locate trust assets, communicate with beneficiaries, maintain financial records, and make decisions about distributions while following unfamiliar legal requirements.
MHK Attorneys helps trustees in Stroudsburg, Brodheadsville, Pocono Summit, and throughout Eastern Pennsylvania understand their obligations and navigate the administration process.
Whether you are stepping in as a successor trustee after a loved one’s death or managing an ongoing trust, our team can help you understand the trust’s instructions and address the responsibilities ahead.
What Is Trust Administration?
Trust administration is the process of managing and distributing assets held in a trust according to its terms and applicable law.
The trustee is responsible for carrying out those instructions, fulfilling legal duties, and acting in the interests of the beneficiaries. Depending on the trust, administration may involve ongoing management or preparing for final distributions.
Creating a trust and administering one serve different purposes. Trust creation establishes the plan, while administration puts that plan into action.
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Trust Administration
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GETTING STARTED
A Clearer Path Through Trust Administration
STEP 1
Review the Trust and Your Circumstances
Share the trust document, any amendments, and available information about its assets and beneficiaries. We review your role and identify immediate questions or responsibilities.
STEP 2
Establish the Administration Steps
Our team helps you understand applicable notices, recordkeeping needs, distribution instructions, and matters that may require coordination with other professionals.
STEP 3
Carry Out the Trust’s Instructions
Receive guidance as you address administration tasks, respond to beneficiary questions, and prepare for ongoing management or final distributions.
Why Choose Us
Practical Guidance for a Role That Requires Care
Serving as a trustee can involve sensitive family relationships and significant financial decisions. Clear legal guidance can help you understand your authority and approach those decisions thoughtfully.
MHK Attorneys provides explanations and support tailored to the trust and your circumstances.
Our team can help you:
- Understand the trust’s terms and your responsibilities.
- Navigate a change in trusteeship.
- Identify applicable beneficiary notice requirements.
- Address recordkeeping and financial reporting questions.
- Evaluate distribution instructions and conditions.
- Recognize potential conflicts of interest.
- Coordinate trust administration with related estate matters.
How Trust Administration and Estate Administration Work Together
A loved one may leave both a trust and assets that must be handled through their estate. These can involve separate documents, responsibilities, and administration steps.
A trustee manages property held in the trust. An executor or administrator handles property within the probate estate. The same person may serve in both roles, but the responsibilities remain distinct.
Our team can help you understand how these processes relate and which assets and obligations belong to each.
START TODAY
Get Guidance Before Taking
the Next Step
If you have been named a trustee, you do not have to work through unfamiliar instructions and responsibilities alone.
Contact MHK Attorneys for help understanding the trust, identifying your obligations, and carrying out the administration process with care.
OUR TEAM
Meet Our Estate Administration Attorneys
CONNIE J. MERWINE
JD • CPA • LLM • MLA
