Resource Center

Trust administration is something that every estate planning attorney will encounter sooner or later in their practice. To help you confidently serve your clients in the area of trust and estate administration, we’ve created the guide, Trust Administration: An Overview.

In this guide, you will learn about:

  • the various roles and responsibilities that exist in trust administration;
  • an overview of the tasks required to properly administer a trust;
  • the kinds of trusts you will likely encounter in a trust administration; and
  • what makes up a deceased individual’s “gross estate” under administration and the various sources of law that govern trust administration.