Trust Administration

Trust Administration

Trust Administration TeamOur attorneys assist trustees with all aspects of trust administration, including preparation of principal and income accounting, preparation of fiduciary income tax returns, working effectively with trust beneficiaries, handling trust distributions, and trustee succession matters. We advise trustees with respect to their fiduciary duties under North Carolina law. We also assist trustees of charitable split-interest trusts (such as charitable remainder trusts and charitable lead trusts) with tax reporting requirements of such trusts.

We also work with trustees of irrevocable life insurance trusts to comply with their duties as trustee, including payment of insurance premiums and preparation of “Crummey” notices of withdrawal where appropriate. In connection with our Long-Term Care practice area, some of our attorneys serve as trustees of special needs trusts for disabled beneficiaries, providing expertise in the administration of such trusts.

Providing Quality Care
Throughout North Carolina

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Winston Salem Office

110 Oakwood Drive, Suite 300
Winston-Salem, NC 27103-1958
Direct: (336) 725-2900
Fax: (336) 725-4677

Office Hours- 8am to 5pm

Kernersville Office

500 Pineview Drive, Suite 203
Kernersville, NC 27284
Direct: (336) 993-6912
Office Hours- 8am to 5pm

Lewisville Office

6235 Shallowford Road
Lewisville, NC 27023
Direct: (336) 992-3320
Office Hours- 8am to 5pm