As the name implies, appointment as a trustee is an appointment to a position of trust. You are charged with overseeing the trust itself, honoring the wishes of the deceased, and looking after the best interests of the beneficiaries.
The Law Offices of Kennedy & Jackson counsels trustees (trust administrators) in Houston and Harris County, Texas. Our lawyers help you efficiently fulfill your administrative duties while avoiding legal trouble or conflicts with family members. Whether you are the trustee of a living trust or managing the legacy of a grantor who has died, our attorneys will guide you at every step.
TRUST ADMINISTRATION LAW FIRM IN HARRIS COUNTY
The trust administrator’s duties can be relatively simple or highly involved, depending on the size and complexity of the trust. The duties also may be one-time or ongoing, depending on the type of trust. We can advise trustees regarding:
- Lump sum or annual distributions according to the trust documents
- Stipulated inheritances and spendthrift provisions
- Management of trust investments and accounts
- Filing federal income tax returns
- Periodic reports to beneficiaries of the trust
- Statutory accounting and reporting requirements
Thomas Kennedy and David Jackson are board-certified specialists* in both estate administration and estate planning. As such, they are well-versed in the nuances of all types of trusts, from revocable living trusts and special needs trusts to life insurance trusts and generation-skipping trusts. This focused background helps them to educate trustee clients about their duties and keep them compliant with the law.
EXPERIENCED GUIDANCE FOR AN IMPORTANT RESPONSIBILITY
The Law Offices of Kennedy & Jackson welcomes trustees who live in Harris County as well. We are located in the Galleria area of Houston, Texas, with free on-site parking. We provide a complimentary and confidential initial consultation to all new potential clients.
To schedule an appointment with one of our lawyers, call 713-783-7444 or send us an email.
* Certified in probate law and estate planning by the Texas Board of Legal Specialization.