201 South Main Street, Suite 801, Ann Arbor, Michigan 48104

Ann Arbor Trust Administration Attorney Guides Successor Trustees

Michigan lawyer provides legal services to clients managing trusts

Once a grantor establishes a trust, either he or a trustworthy fiduciary must act as trustee for the trust assets. When the grantor dies, a trustee named in the trust documents takes over as administrator, overseeing investments and distributing property to beneficiaries in accordance with the terms of the trust. Trust administration requires careful attention to each detail of the grantor’s wishes, as well as sound legal advice to avoid missteps for which a trustee can be held personally liable. Charles J. Ladd, Attorney, provides trust administrators with reliable legal guidance. I have ample experience with a wide variety of trusts, including:

  • Credit shelter trusts (CST)
  • Living trusts
  • Charitable remainder trusts
  • Irrevocable life insurance trusts

Charles J. Ladd provides highly ethical and reliable administration services to a variety of trusts, maintaining the fiscal strength of these entities to serve beneficiaries through the intended life of the trust.

Meticulous administrative services

I have capably guided fiduciaries in the management of all duties related to trust administration, including:

  • Communication with beneficiaries
  • Investment of assets
  • Management of assets, including real property
  • Collection from debtors and payment of creditors
  • Preparation of accountings
  • Preparation of tax returns
  • Distributions to beneficiaries
  • Amendment, revision or revocation of trusts

In the exercise of these duties, I proceed in accordance with the grantor’s desires as expressed in the trust’s documents.

Sound advice to trustees

A trustee can be personally liable for mistakes or omissions that result in losses for the trust. I offer sound advice to trustees to ensure accurate and complete compliance with all aspects of trust administration. If you have been named a trustee, I strongly recommend that you retain professional assistance from a trustworthy source.

Contact me for a reliable source for trust administration legal services

To schedule a consultation with Charles J. Ladd, call my Ann Arbor, Michigan office at 734-995-2424 or contact my office online.


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