Areas of Practice
Trust Administration
Trust administration done right preserves value, prevents disputes, and honors the grantor’s intent. At Maven Law, we provide focused, practical trust administration services that guide fiduciaries through the legal, tax, and interpersonal challenges that arise after a trust becomes active.
Why an attorney matters:
Legal compliance and fiduciary duties: Trustees have strict legal obligations. An attorney ensures you meet notice, accounting, distribution, recordkeeping, and reporting duties under Delaware law and any other applicable jurisdictions, reducing personal liability.
Complex asset handling: Trust assets often include businesses, real estate, investment accounts, retirement accounts, and unique personal property. We identify title issues, work with appraisers, coordinate transfers, and structure distributions to preserve asset value.
Tax planning and filings: Trusts can trigger income, estate, gift, and generation-skipping tax issues. We coordinate with tax advisors, prepare or review fiduciary tax returns, and implement strategies to minimize tax consequences.