Trust Administration Attorney in Montgomery County, PA
Guiding Trustees in Lower Merion and Throughout Southeastern Pennsylvania
Protecting Legacy and Minimizing Conflict
After the death of a loved one, administering a trust can feel overwhelming.
Sallen Law stands as a trusted estate planning and trust administration
law firm in Lower Merion Montgomery County which provides complete legal
support to help trustees perform their duties with confidence while maintaining
both compliance with Pennsylvania trust laws and delivering compassionate
service. We take pride helping trustees carry out their duties with clarity,
confidence, and care. Whether you’ve just been named as trustee
or are dealing with disputes among beneficiaries, we guide you through
the legal and practical steps — ensuring compliance with Pennsylvania
law while honoring the intent of the trust creator.
Attorney Rebecca Sallen provides direct guidance to newly appointed trustees
and beneficiaries who need assistance with protecting their loved one's
inheritance while preventing legal errors.
What Is Trust Administration?
Trust administration is the process of managing and distributing assets
held in a trust after the trustmaker has passed away or becomes incapacitated.
The trustee bears a legal duty to act for the advantage of beneficiaries
while following Pennsylvania fiduciary and legal duties which are strictly defined.
Trust administration typically involves:
- Notifying beneficiaries and interested parties
- Marshaling and valuing trust assets
- Paying valid debts and taxes
- Distributing assets according to the trust terms
- Preparing detailed accountings and reports
Common Challenges Trustees Face
Many trustees enter their position without adequate training to handle
the intricate legal and emotional challenges they will face.
Common obstacles include:
- Understanding the full scope of their legal duties
- Handling difficult or uncooperative beneficiaries
- Navigating tax issues, including federal estate tax
- Interpreting ambiguous or outdated trust provisions
- Coordinating with accountants, investment advisors, and attorneys