A trust, unlike a will, is a private document that does not need to be filled within a probate court. At the Law Offices of David F. Andersen, P.A., our Miami trust lawyers can help with the trustee deal with the successor.
Before we can help, though, the successor trustee must take the following steps in order to administer the trust:
- Prepare a document that includes all inventory, assets and funds from the estate.
- Trust and follow the advice of an experienced Miami trust attorney in order to avoid reduced estate or income taxes and to protect against personal liability.
- Analyze all legal and tax consequences before distributing any assets
- Follow all instructions of the trust and gather all receipts from distributions
If you’re wanting to get in contact with one of our Miami Trust Attorneys at The Law Offices of David F. Andersen, P.A. Call either (305) 825-4052 or (877) 456-0818 to speak with an experienced Trust Lawyer in Florida.