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Trust Administration

Overview

We consistently take a big picture approach to our Trust Administration practice. Our experienced legal team makes sure the needs and interests of the family and individual are met first and foremost, without losing sight of immediate and long-term implications of decisions. Every person and family that we counsel benefits from a personalized, thoughtful process that places the highest value on client service.

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Our clients
We counsel high net worth individuals and families, structuring plans to advance client goals, optimize tax results and preserve wealth.

Our practice
We act as legal advisors and, in many cases, fiduciaries, providing service as personal representatives, trustees, and guardians. Nutter has a proven track record in financial and estate planning, trust and estate administration, and related probate proceedings for more than a century. Our trusts and estates attorneys are distinguished for their attentive service and tradition of excellence.

Our services include:

  • Financial planning
  • Personal estate planning
  • Tax planning and tax return preparation
  • Trust and estate administration
  • Post-death tax planning
  • Probate needs
  • Entity transition planning
  • Employee benefit planning
  • Charitable gift planning
  • Providing advice to private foundations 

Our clients count on us to:

  • Provide estate planning for individuals to minimize taxes and preserve assets for future generations through charitable and noncharitable giving, intra-spousal transfers and the use of lifetime trusts, preparation of wills, insurance trusts, GRATS and other testamentary dispositions of property
  • Assist in tailoring financial plans to meet their individual objectives and needs in a changing tax climate
  • Offer estate planning services for nonresidents holding assets in the United States, as well as for U.S. citizens with substantial assets abroad
  • Assist with the preparation and filing of federal and state income tax returns
  • Preserve capital and facilitating the transfer of wealth through administration of estates and post-death tax planning, by serving as executors and trustees, which includes handling probate and similar proceedings, post-death tax planning, fiduciary accounting, and preparation of income and estate tax returns
  • Provide representation in probate and other courts involving equitable relief, will contests, estate disputes, adoptions, partitions of property, and actions for removal of fiduciaries
  • Offer counsel on governance, grantmaking and succession issues particular to multi-generation private foundations 

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