Trusts Planning For Your Future

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Interpreting ambiguous or outdated trust provisions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

Comprehensive Trust Administration Services

Sallen Law provides expert trust administration services to clients throughout Montgomery County PA including Lower Merion and its surrounding communities of Ardmore, Bala Cynwyd and Narberth.

Our services include:

Legal advice for trustees on all duties and responsibilities
Drafting and filing required notices and documents
Assistance with trust funding and asset transfers
Tax planning and preparation in coordination with CPAs
Conflict resolution and litigation avoidance strategies

Why Choose Sallen Law?

Rebecca Sallen brings deep experience in trust administration and estate law, helping families across Montgomery County and beyond navigate these matters with professionalism and compassion.

Clear, step-by-step guidance for trustees
Strong understanding of tax-saving strategies
Practical solutions for complex family dynamics
Personalized support — not a one-size-fits-all approach

Opinions That Matter

Our Testimonials

“For me, the task of preparing a will and health directive was a necessary but uncomfortable and overwhelming task that I put off for too long. Rebecca eased my anxieties and made the planning ...”
- Betty P.
“It's been a pleasure to work with Rebecca Sallen for her in opening up my trust.”
- Amy D. - Philadelphia, PA
“During a pandemic, you realize that there's no time like the present to plan your estate.”
- Heather - Philadelphia, PA
“You can trust Rebecca to give you the confidence that you need when faced with a difficult situation.”
- Adam - Bala Cynwyd, PA
“She is empathetic, probes to find what really matters to you, and constructs documents that reflect your values.”
- Anonymous
“We feel very secure knowing that we have a comprehensive "living document" document that covers our current and future needs.”
- Ivy - Lafayette Hill, PA