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Trustee Representation

Serving Portland, OR & Vancouver, WA

Trustee Management Made Easier

Trusts can be complex and have a great impact on those it affects. As such, managing one can be challenging and a big responsibility for the trustee to bear.

Fortunately, you don’t have to figure it out alone. 
Working with a Gevurtz Menashe trustee representation lawyer can help ensure that, as the trustee, you’re protected in fulfilling your legal obligations. We also make sure that the trust’s beneficiaries receive the most benefits and pay the least estate taxes possible.
 

All About Trusts & Trustee Management

Key Terms & Concepts

More than mere vocabulary, these are foundational elements to any matter related to trusts.

  • Trust. A legal agreement that enables one party to manage assets for another’s benefit 
  • Settlor or Trustor. The person who creates the trust
  • Successor Trustor. A person who takes over the trustee role upon the settlor’s death
  • Trustee. An individual or entity that’s authorized to manage the trust’s assets for the benefit of beneficiaries in accordance with the trust’s terms
  • Beneficiary. An individual or entity entitled to receive assets or privileges from a trust

How Does Trustee Management Work?

A trustee must adhere to state laws and the terms of a trust. To properly administer the trust, the trustee has to fulfill certain duties and obligations within specified timeframes. Additionally, trustees are required to keep beneficiaries informed and act in their best interests throughout the process.

As long as there aren’t any trustee disputes, court involvement is usually not required. Trust litigation over trustee management may require judicial intervention.

Trustee Representation Lawyer on Your Side

Because trusts and trustee management can be so complicated and consequential, engaging an estate and trust attorney is essential. 

As a fiduciary attorney with expertise in the legal and financial aspects of estate planning, your lawyer can help you successfully:

  • Resolve any debt or tax issues
  • Facilitate estate and tax planning
  • Resolve conflicts between beneficiaries
  • Follow applicable laws
  • Represent you in trust litigation
  • Shield you from creditors
  • Distribute trust assets to beneficiaries

Gevurtz Menashe, Superior Trustee Legal Services

Whether you reside in Oregon or Washington, we can help. Gevurtz Menashe estate planning attorneys have extensive experience helping clients navigate the ins and outs of trust administration.

With over 40 years in practice, we’ve worked with hundreds of clients on countless trustee management matters. 

Clients come to us because they know the quality of our work and the results it yields. Plus, the level of service and support you’ll enjoy from Gevurtz Menashe is unbeatable. 
 

Take Our Clients’ Word for It

“Whether you need a Divorce Attorney or an Estate Planner this firm has it all.  My journey began with the unwarranted task of finding a Divorce Attorney and I met with Shawn Menashe and immediately knew I would be in the best of hands.  If you are looking for a firm that is 100% honest with you during the ineveitable Divorce or knowledge of Estate Planning then this is the only firm you should invest in.

Shawn Menashe will either take care of you directly or point you in the right direction that is beneficial to you and your needs.  The attorneys with this firm is put together better then any team I have seen.  Robert DeMary is an outstanding Attorney in Family Law and with him and Shawn on your side you cant go wrong.  They have helped me in everyway from dealing with a messy divorce to planning for the future of my children.  I am leaving knowing that I have had nothing but the best from beginning to end.  Due to this I look forward to continually working with Attorneys such as Stefan Wolf for the future of my family.

I know I leave this working establishment with many friends int he firm and have benefitted from them in both a working environment and look forward to social interaction.  They truly are individuals in their field and in life.”
-R Giard

 
    

Meet Your Asset Protection Attorneys

Steven Zipper
Steven Zipper

Shareholder
Stefan Wolf
Stefan Wolf

Shareholder
Sara Winter
Sara Winter

Shareholder

Meet Our Entire Team!

Frequently Asked Questions

Trustee management involves duties like asset management, record-keeping, and acting in the beneficiaries' best interests. A fiduciary attorney can advise you on all aspects.

Handling legal and tax issues, managing beneficiary expectations, and ensuring compliance with trust terms are common. A trustee representation lawyer can help you fulfill your responsibilities and avoid pitfalls.

If a trust dispute over the administration of a trust escalates to the point of legal action, you should consult with an experienced estate and trust attorney as soon as possible. Trust litigation cases can be complex so having expert representation will yield the best outcome.

Our Locations

Vancouver

Portland

Get the Trustee Representation Lawyer You Need

Gevurtz Menashe’s legal representation for trustees is second to none. 

With over four decades as estate and trust lawyers, we can help you with a full range of trustee management needs. 

To learn more about our trustee legal services, call our Portland (503-227-1515) or Vancouver (360-823-0410) office or submit the contact form.
 

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