Klenk Law

Advising and Representing Trustees

Serving as a Trustee is a serious job, which is why even professional trustees hire a Trust Attorney. As a Trust Lawyer, we advise and protect the Trustee from inception to close. Because we focus only on Trust and Estate matters clients seek our our services throughout Pennsylvania, New York, Florida and New Jersey. Where ever you are located, hiring a real Trust Lawyer makes the trust administration process easy for you.

Concierge Service: One Task or the Entire Process, It’s What We Do!

We are flexible. We have a Trust Lawyer who can help you with one or two issues, or we can take on the entire trust administration process. At our firm, a Trust Attorney is ready to help. Very few practices can provide you that depth of experience. Advising and guiding Trustees is what we do!

What Your Trust Lawyer Will Do For You:

We have an experienced Trust Administration Lawyer ready to help you with any task, but Trustees will most often have us help with the following:

  • Meeting Statutory Notification Obligations.
  • Accepting Service From Creditors and Beneficiary’s Attorneys.
  • Assembling, Filing and Defending Annual Accountings.
  • Collecting and Managing Assets.
  • Filing Tax Returns.
  • Selling Real Estate and Businesses.
  • Settling Creditor Claims.
  • Working With Problem Beneficiaries.
  • Obtaining the Trustee’s Release of Liability Documentation.

Our Experience Saves You Money.

Many firms handle Trust Administration matters on a part-time basis. Inexperience is not cost effective. Being that Trust representation is what we do, our experience allows us to focus quickly on the issues that matter. Our focus helps us arrive at the most cost efficient plan. We find the solution to your problem while the others are just warming up.

Trustees are Personally Liable; Let us Protect You.

If you are going to serve as Trustee, then you have taken on a level of personal liability. You are a fiduciary with a duty to the Beneficiary. You can be made to correct any mistake by using your money. Further, any beneficiary has the right to bring you before a judge to explain every action and every expense. This threat of personal liability is why you have the legal right to retain a Trust Lawyer to represent you. The trust pays the bill, but the trust reaps the benefit of efficiency and reduced chance of litigation.

You Are Not Expected to Know All The Answers, But you Pay for any Mistake.

You are not expected to know how to manage every issue that arises. But you are liable if you act upon something you don’t understand when you simply had to hire a professional to assist you. If you fail to retain help and venture out on your own, then you are responsible for your mistakes. Should your error reduce the estate or trust, you are expected to use your funds to repair the damage. If you fail to rectify your error voluntarily, a Beneficiary can force you to explain yourself to a judge. The judge then can Surcharge you. If you are not an expert Trustee, why risk a mistake? Protect yourself; the system allows you to use the estate or trust funds to hire an experienced Trust Attorney.

Professional Trustees Hire A Trust Lawyer.

Banks and Trust Companies serve as professional Trustees. They regularly hire either in-house lawyers or retain Trust Lawyers or Trust Attorneys such as our firm. If professionals refuse to provide services without a Trust Lawyer, why would a non-professional expose themselves to liability and go it alone?

Common Questions Regarding Trustee Representation.

Can Co-Trustees Hire Separate Trust Lawyers?

Normally, co-trustees share the same attorney. Circumstances can make that arrangement unacceptable, and each party must retain his or her own attorney.

Examples:

One co-trustee may feel that the single attorney they initially retained is favoring the other co-trustee when it comes to handling assets or interpreting the trust.

The co-trustees may find that they cannot agree on a matter, which must be decided by the court, and the initial attorney is conflicted out or one party or the other simply wishes to have a more experienced trusts and estates trained attorney represent their position.

Co-trustees my find themselves bargaining with each other and simply feel more comfortable having the advice of his or her own attorney.

Whatever the reason, most wills and trusts allow each trustee to retain his or her own attorney which is paid for from the trust’s assets.

We Can Help!

Our attorneys, with vast experience in trust and estate matters, can help advise you and help you avoid traps and pitfalls. If you are currently serving as a trustee, or if you are considering taking on that fiduciary responsibility, contact one of our experienced Trust and Estate Litigation Attorneys to advise and represent you.

Reasonable Prices | Years of Experience | We Stand With Trustees and We Fight For Trustees.

Feel free to Contact our office to set up a free consultation. We try to make the process as painless as possible!

Why Choose Us

Our Experience Saves You Money.

Many firms assign Estate and Trust Litigation cases to their young lawyers or a general litigator. This is not cost effective. Being that Estate and Trust Litigation is what we do, our experience allows us to focus quickly on the issues that matter. By being focused, we arrive at the most cost efficient plan. We find the solution to your problem while the others are just warming up.

We Have a Deep Bench, Let’s Put it to Work!

While some firms litigate, few of them have whole departments focused exclusively on estate matters. At Klenk Law, our Trust Litigators have the luxury of partnering with other lawyers from our Probate or Estate Planning Departments. The depth of experience we can focus on your case is truly impressive. Whatever issue you are facing, our team has the answer.

Offense or Defense, We Have You Covered.

Our breadth of experience allows us to successfully protect trustees and executors from ungrateful beneficiaries. Whether you are a Trustee, Agent, or Guardian, our skills will best represent your case.

Let us put our expertise to work for you.

Free consultation within 24 hours.