Skip to Content
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.

What Our clients are saying

Klenk Law Logo
Stars

Peter provided outstanding advice and preparation of a will and trusts.

Klenk Law Logo
Stars

Peter was excellent. He explained everything very clearly and is super friendly. My wife and I originally tried using a lawyer through group legal coverage, but unfortunately the old adage - "you get what you pay for" - applied to the other lawyer, and we decided to go with a real professional.

Klenk Law Logo
Stars

When it came down to picking the right attorney to handle my affairs, I knew right away it was this firm. From speaking to their secretary to speaking to Peter I knew I was making the right decision. After only a few mins Peter knew right away what I was looking for and handled all my questions professionally and even gave me great feedback that put my mind at ease. All that without even giving a single penny! So of course I hired him! So far so good...

Klenk Law Logo
Stars

AWESOME LAWYER! Peter Klenk is an exceptional attorney and a very nice person! Today I spoke with Peter about estate planning and was impressed with by his professionalism, cordiality, and attention to detail. I highly recommend Klenk Law for probates, wills, trusts, and other issues germane to estate planning!

Klenk Law Logo
Stars

Great friendly staff

Klenk Law Logo
Stars

Tremendous firm with bright, kind and tenacious people. Great representation for our family.

Klenk Law Logo
Stars

I'm totally satisfied with Klenk Law. Peter has a great legal mind with the personality of the guy next door.

Klenk Law Logo
Stars

Everything about my experience was a 10+! Peter and his staff made what I thought would be a difficult process easy and understandable. Every detail was handled correctly. No other firm could possibly do better than Klenk Law!

Klenk Law Logo
Stars

Peter and his staff are very responsive and always willing to help my clients and in a cost efficient manner.

Klenk Law Logo
Stars

Like another reviewer, I contacted Peter through his website using the free consultation link, for a question regarding PA inheritance taxes. The question was quite technical and difficult to explain, and the answer was nowhere to be found on the web. Peter grasped precisely what I was asking, and provided a clear, helpful response (with a touch of humor) the very next day.

Klenk Law Logo
Stars

Answered my question quickly and referred me to a colleague that could handle my problem

Klenk Law Logo
Stars

Mr. Klenk, quickly understood the circumstances presented and provided clear and concise advice. This advice provided me with the information I required to progress the case to my advantage.

Klenk Law Logo
Stars

Peter is excellent. I had a very complicated situation with my parents' estate planning and potential Medicaid needs. Peter was very knowledgeable in estate planning matters, able to define the best solution for the situation. Additionally, he was congenial and able to communicate effectively to my senior citizen parents the benefits of estate planning. He earned my trust, and more importantly, my parents' trust in a 45 mins consultation period. Highly recommend Peter. He is very easy to work with.

Klenk Law Logo
Stars

Peter recently gave a presentation about Wills & Trusts at my employer, and it was fantastic! He was extremely knowledgeable and provided valuable information to the group. People were very engaged and asked several questions, all of which Peter thoroughly answered. Personally, my husband and I have selected Peter to help us with our estate planning, and he has been very helpful in providing us with all of the information we need to provide a secure future for our family. Thank you, Peter!

Klenk Law Logo
Stars

Peter provided outstanding advice and preparation of a will and trusts.

Klenk Law Logo
Stars

Peter explained things in a way that was easy to understand. Everything was done in the time frame he said it. Could not have been better!

Klenk Law Logo
Stars

You & your staff are the best thank you for everything.

Klenk Law Logo
Stars

Peter and his staff handled all of our needs in a very professional and timely matter.

Klenk Law Logo
Stars

Peter Klenk made a complex subject understandable and allowed us to move forward with our estate planning. He was patient with our questions and creative in the solutions he proposed.

Klenk Law Logo
Stars

Peter explained a complex subject very clearly, helped us to decide the best approach to managing our estate and then made it very easy for us to execute the required documents. He will be a valuable resource for years to come and clearly has a great understanding of estate law that will lead to innovative solutions for us. I would unhesitatingly recommend him for estate planning.

Klenk Law Logo
Stars

Fantastic customer service. Very personable and most importantly they provide great explanations of what is required based on your individual needs. Highly recommend Klenk Law for anyone that needs to create a will and estate documents.

Klenk Law Logo
Stars

Always professional and very responsive. Everyone on the staff that I have worked with. I look forward to continuing our relationship.

Klenk Law Logo
Stars

Surprisingly easy

Klenk Law Logo
Stars

Affable...yet surprisingly cerebral estate planning atty. High marks all the way around.

Klenk Law Logo
Stars

Peter and his associates made things easy for us.

Let us put our expertise to work for you.

Free consultation within 24 hours.