Estate & Trust Administration
For nearly two centuries, our firm has been entrusted with the administration of countless private foundations, including the 21 foundations we manage today. The longevity of our practice has afforded us perspective, a deep expertise and understanding of the issues involved, and a superb track record in providing services to trusts and foundations.
In our estate administration practice, we work closely with family members to preserve harmony during what can be a sensitive, stressful time. Our in-house team has handled estates with a wide range of values, from insolvent to more than $40 million. We attend to every detail of the estate administration process, including probate, estate tax, post-mortem planning, sale of estate property, income tax advice, planning and preparation.
- Fletcher Tilton actively manages more than 250 trusts.
- We administer more than 200 irrevocable life insurance trusts.
- We administer more than 130 estates each year.
- Our trust attorneys manage well over a half billion dollars of trust assets.
- The firm currently administers 21 private foundations.
- The Special Needs team at Fletcher Tilton is nationally recognized for leadership and advocacy on behalf of persons with special needs and their families.
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Estate & Trust Administration Resource Library
- New Retirement Account Rules for 2023 - 2024 Article
- Legacy Newsletter - Volume 21, Issue 1
- Using ABLE Accounts to Avoid a One Third Loss in SSI
- Common Pitfalls in Administering a 3rd Party Funded Supplemental Needs Trust or OBRA 93 Special Needs Trusts
- Does It Matter Who I Choose For My Trustee?
- Periodic Reviews of Trust Life Insurance: Why They Are Necessary
- Trusts & Divorce: The Supreme Judicial Court Provides Clarity
- Choosing a Trustee: Factors to Consider
- Gifting to Minors: Year-End Options
- Trusts Are an Integral Part of Most Estate Plans