Advising Fiduciaries & Beneficiaries

We have advised trustees and beneficiaries on a wide range of complex trust administrations. For trustees, the duties are often tricky and time-sensitive. In many cases, beneficiaries need clarity on what information they are entitled to and whether or not the trustee is fulfilling their fiduciary duties. At Mirrberry Law, we understand the complexities of the administration process and provide support to executors, trustees, and beneficiaries alike. 

Our work includes: 

  • Managing complicated personal and charitable trust administrations 

  • Advising on document interpretation, risk management, accountings, and Waiver and Release Agreements 

  • Representation at court ordered mediation involving objections to accountings, trustee fees, and breach of fiduciary duty

  • Advising on the tax consequences of trust modifications and decantings, both judicially and nonjudicially