Trust Administration
Counsel to Trustee
Hays & Skerry acts as counsel to Trustees and Trust beneficiaries and, where appropriate, will serve as Trustee. Services include:
- Drafting Trust Instruments
- Management of Trust Portfolios
- Fiduciary Income Tax Return Preparation
- Prepare and Distribute Periodic Reports to Trustees and Beneficiaries
- Making Periodic or Discretionary Distributions to Beneficiaries
- Advising Trustees Concerning Duties Under Trust Instrument and Under Trust Law
- Assisting with Trustee succession
- Assisting with Tax-exempt Trusts