Trust Administration

For Florida Trust Administration, Trust Administration Attorney Christopher Q. Wintter Provides Expert Knowledge

Like a will, a trust provides for the administration and transfer of assets among beneficiaries pursuant to the specific directions set forth in a Trust Agreement. Unlike a will, a trust may be implemented while the creator is still alive, and he or she may still have partial ownership and control over the property being distributed. Often, the beneficiaries are limited as to how they may use the property, and money may be delegated for certain uses. When someone creates a trust, they name not only the beneficiaries but also the trust administrator, or trustee. The trustee is responsible for overseeing the distribution of property according to the wishes of the creator and in accordance with state and federal laws. However, trust administration is highly complex and can involve details and restrictions of which beneficiaries and trustees may be unaware. This is why it is very important for inexperienced trustees to secure the services of an experienced Florida trust administration attorney to oversee and direct their steps.

Trustees Are Open to Legal Liability—Rely on Our Florida Trust Administration Expertise to Keep You Safe

Being a trustee carries a great deal of responsibility, and it can often leave the fiduciary vulnerable to financial mistakes or legal action, especially because he or she will have many responsibilities that are not mentioned in the trust itself. A trustee has to be particularly careful to avoid the appearance of acting out of self interest. In all things, they must be neutral, independent, and unbiased. The attorneys at Wintter & Associates provide counsel and guidance to help a trustee administer the assets according to the wishes of the grantor, avoid mistakes or any hints of a conflict of interest, and prevent future trust litigation.

Reputable Trust Administration Attorneys Will Guide Your Way

Trust administration is complex. Someone who is responsible for the distribution of assets according to a trust needs a detail-oriented lawyer who is knowledgeable in Trust Agreements to provide personalized service and walk them through every step and nuance of the process. The Florida trust administration lawyers at Wintter & Associates provide guidance for all aspects of trust administration, including marshaling assets, assessing and implementing discretionary distributions, and distributing the property to beneficiaries. We will also guide trustees and beneficiaries on how to minimize taxes and help them to file the necessary tax forms, including:

  • U.S. Estate (and Generation Skipping) Transfer Tax Return (Form 706)
  • Florida Estate Tax Return (Form F-706)
  • U.S. Fiduciary Income Tax Returns (Form 1041)

Finally, we will do the accounting for the trustee and collect all necessary documentation to ensure that he or she does not face future legal liability. Our ultimate goal is to protect the assets, guarantee that they are divided according to the wishes of the grantor, and look after the best interests of the beneficiaries.

Is Your South Florida Trust Administration Lawyer Board Certified? Make Sure Your Legal Team is Qualified

Very few lawyers have the necessary qualifications to effectively handle Florida trust administration. In fact, there are more than 93,000 licensed attorneys in Florida, and only 350 of them, including Mr. Wintter, are Board Certified in Wills, Trusts, and Estates. A Board Certified attorney is truly an expert in his field and can guide a fiduciary through the proper administration of a trust. Our Boca Raton trust lawyers will make sure a trustee meets all legal obligations to everyone involved in the distribution of assets, including beneficiaries, creditors, and taxing authorities. In this way, a trustee can effectively administer a trust, meet the requirements of the trust creator, and avoid any future litigation.

Christopher Q. Wintter
Nina Zuckerman Chepp

For Trust Administration in Florida, Call Wintter & Associates to Discuss How Our Firm Can Serve You in Fort Lauderdale, Miami, Palm Beach, Boca Raton, and Hollywood

Wintter & Associates, P.A. provides experience in the specialized area of law that is needed for Florida trust and estate matters. Attorney Christopher Q. Wintter, Esq. and his legal team provide thorough, ethical solutions that will serve you and your family now and into the future. To schedule a consultation, call our office at 954.920.7014 (Broward), 305.948.6788 (Miami-Dade), or 561.470.3448 (Palm Beach). If you would like for us to contact you, fill out our online form, and we will respond promptly.

Fort Lauderdale

Boca Raton

West Palm Beach