"Southern New England's Certified Elder Law Attorney"
CONTACT US TODAY
401-724-9400 - Main Office
860-440-7600 - CT Office
508-316-2396 - MA Office
Southern New England's Certified Elder Law Attorney
Rhode Island, Connecticut, and Massachusetts Certified Elder Law Attorney
Trust Administration
What is a Trust Administrator?
A trust administrator, commonly referred to as a trustee, is responsible for managing and overseeing the assets held within a trust, ensuring that they are administered in strict accordance with the outlined terms and intent of the trust. The role of a trustee encompasses a wide range of duties, including protecting trust property, distributing distributions to beneficiaries, and keeping accurate financial records.
Given the complexity and responsibility associated with these duties, it is often advantageous to engage a professional trust administrator instead of relying on a family member or friend. Professionals like the Connelly Law team bring a wealth of experience and expertise to the role while remaining impartial and free from potential conflicts of interest. This objectivity is particularly valuable when navigating
the interpersonal dynamics that can arise among family members or friends involved in the trust.
Connelly Law is well-equipped to assist with drafting and administrating trusts. With extensive experience serving clients in Rhode Island, Connecticut, and Massachusetts, we offer a comprehensive understanding of trust law, ensuring the trust is managed proficiently while honoring the grantor's wishes. Our commitment to providing professional and reliable service makes us a trusted partner in this important financial undertaking.
Our Trust Administration Services
Connelly Law provides detailed and personalized trust administration services designed to meet each client's specific needs. Our dedicated Trust Administration team is highly knowledgeable in managing a variety of trusts, including revocable trusts, irrevocable trusts, and supplemental needs trusts.
We pride ourselves on our collaborative methodology, engaging closely with financial advisors and accountants to ensure that your trust assets are preserved and managed optimally. From the initial stages of assessment and meticulous document collection to the final distribution of assets, we oversee every facet of the trust administration process with precision and care.
Our clients enjoy the advantages of our extensive experience in estate planning, our insights into tax implications, and our adherence to the constantly changing regulatory landscape. At Connelly Law, we prioritize transparency and diligence, ensuring your assets are managed by trusted professionals while safeguarding the financial future of your beneficiaries.
Experience Counts
Navigating the intricacies of trust administration in Southern New England demands the expertise of a seasoned attorney. The realm of estate laws and trust management is often filled with challenges that can seem overwhelming. That’s where Attorney RJ Connelly III comes in. With extensive experience serving clients in Rhode Island, Connecticut, and Massachusetts, he is well-equipped to guide you through the complexities of compliance with state laws, helping you to mitigate potential legal and financial pitfalls along the way.
Whether you are confronted with issues related to estate taxes, addressing creditor claims, or the meticulous management of trust assets, Attorney Connelly and his dedicated fiduciary team are committed to providing you with the support you need. Our services span from the precise execution of testamentary trusts to comprehensive advice on navigating Medicaid benefits. Connelly Law prioritizes your peace of mind by delivering thorough and compassionate legal representation.
We Are Here for You
At Connelly Law, we understand that managing your estate can often be daunting and emotional. You are not alone – we are here to offer you compassionate support and expert guidance every step of the way. Our dedicated, experienced fiduciary professionals care deeply about you and your unique circumstances. We specialize in tailored trust administration services designed to meet your specific needs. Whether you have a revocable trust, an irrevocable trust, or another type, we are committed to walking alongside you with empathy and clarity, helping you navigate what can often feel like a complex process.
Your future and that of your loved ones is incredibly important to us. Don’t leave this significant journey to chance or uncertainty. We invite you to reach out to Connelly Law for a personalized consultation. Let us help you secure your legacy and ensure that your wishes are honored for generations to come. Your peace of mind is not just our priority; it’s a heartfelt commitment we are honored to uphold.
Rhode Island, Massachusetts, and Connecticut Certified Elder Law Attorney
Contact Us!
"The trustee has many duties and responsibilities in the administration of the trust that must be undertaken to fulfill the trustee’s fiduciary duty to the trust's beneficiaries. It's important that the trustee consults with an experienced trust administration attorney to avoid potential personal liability for failing to fulfill the duties and responsibilities assumed by the trustee upon accepting that position. Call us today!"
--- RJ Connelly III
"Southern New England's Certified Elder Law Attorney"
Call Connelly Law Today
Rhode Island Elder Law Attorney
Phone: 401-724-9400
Fax: 401-724-3046
Our office locations
Connecticut
Broadway Street
Mystic, CT 06355
860-440-7600
Rhode Island - Main Office
372 Broadway
Pawtucket, RI 02860
401-724-9400
Massachusetts
Martha's Vineyard
East Chop, MA 02557
508-316-2396
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This website includes general information about legal issues, issues affecting seniors and developments in the law. Such materials are for informational purposes only and may not reflect the most current legal developments. These informational materials are not intended, and must not be taken, as legal advice on any particular set of facts or circumstances. You need to contact a lawyer licensed in your jurisdiction for advice on specific legal issues and/or problems.