What We Do

Trust Administration

Northern Virginia Attorneys

Trust Administration

Many people use trusts as a means of passing along a legacy and caring for their family’s financial welfare after they have passed away.  Trusts can be created during a person’s life or by their last will and testament. In either case, being named a trustee is both an honor and a serious responsibility.  Trust administration may involve complex duties and confusing legal and reporting requirements. The proper administration of a trust is vital in order to avoid running afoul of a trustee’s fiduciary duties to the trust beneficiaries.

Are you searching for an experienced attorney to help you with trust administration in northern Virginia? Hale Ball Carlson Baumgartner Murphy, PLC offers knowledgeable legal guidance and caring support to individuals in Northern Virginia and suburban Maryland in the administration of trusts.

Our attorneys take a comprehensive, fact-based approach to trust administration advice, including:

  • Helping trustees understand what they can and cannot do
  • Advising trustees regarding the obligation to report to beneficiaries
  • Assisting trustees in dealing with troublesome beneficiaries
  • Minimizing exposure to liability by ensuring that tax filings are done right the first time
  • Educating clients in proper record keeping and reporting procedures

Few people can be expected to understand the full implications of trust administration duties without the help of an experienced lawyer who can help you translate the terms of the trust into concrete actions and duties.

DISPUTES OVER A TRUSTEE’S PERFORMANCE

Disagreements can arise over the management of a trust by the trustee. A trustee may not share information with the beneficiaries or may not be making distributions in accordance with the terms of the trusts. Circumstances can change and the original purpose of the trust may no longer be met; these are legal issues that may require court intervention.

Contact us today for the legal support you need to effectively handle your duties as a trustee.

Since 1980 the AV-rated law firm of Hale Ball has served the legal needs of individuals and businesses. Our team of attorneys include lawyers named to Super Lawyer and Rising Star lists, as well as attorneys with advanced legal degrees, specialty certifications and lawyers who teach their areas of practice to other lawyers.

Use the contact form on this page to schedule a consultation, or call 703-591-4900.

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10511 Judicial Dr
Fairfax, VA 22030

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We will use the information you provide on this form to connect and schedule a consultation with you to go over your legal needs. The transmission and receipt of information contained on this website, in whole or in part, or communication with the Hale Ball via the Internet or e-mail through this website does not constitute or create a lawyer-client relationship between this firm and any recipient.

Hale Ball is committed to providing you with excellent service while protecting the health and safety of our clients and staff. We offer videoconferencing, conference calls and electronic communication, as well as traditional in-person consultations. We are taking precautions to maintain a healthy office environment. As events evolve concerning COVID-19, we will strive to provide outstanding service in a socially responsible manner. Please contact us if you have any concerns.

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