After the death of the trustor (who created a trust), certain steps must be taken to comply with state law to preserve the federal estate tax exclusion amount and to change title to assets. This is called “Trust Administration,” and the complexity of the administration depends on the number and type of assets, their total value, and if the trust includes tax planning provisions.

TRUST ADMINISTRATION


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We are comprised of licensed, bonded and insured, Legal Document Assistants, Independent Insurance Producers, Realtors, and Certified Financial Planners. ULTRA Advisors are not attorneys and cannot lawfully provide legal advice or representation.