Trust Administration Process

McPherson Law Offices ESTATE PLANNING, ESTATE & TRUST ADMINISTRATION & LITIGATION. REAL ESTATE AND ELDER LAW ATTORNEYS Step 1: Read the Trust Even if you drafted it! . Who is the Trustee? • Who are the beneficiaries? What are the trustee's powers? McPherson Law Offices ESTATE PLANNING, ESTATE & TRUST ADMINISTRATION & LITIGATION, REAL ESTATE AND ELDER LAW ATTORNEYS • • Step 1: Read the Trust Are there restrictions on the Trustee? Are there specific bequests (money or property)? Who gets the residue? 4/19/2017 3

View entire presentation