The trustee’s role in maintaining and administering a trust is vital. They have the responsibility of making sure the assets contained in the trust are handled properly and in the best interests of the beneficiaries. For most trustees, the legal obligations and rules related to the job are unclear. They need the guidance and advice of an experienced trust administration attorney to make sure they handle their duties the right way and reduce the risk of litigation.
Surratt Thompson & Ceberio, PLLC, represents trustees in the Winston-Salem area. Our firm’s roots in the community stretch back nearly 100 years. In that time, we have provided transactional help and practical legal advice to thousands of trustees. We will provide you good value thanks to our commitment to open communication, professionalism and treating you as a member of our family.
Surratt Thompson & Ceberio Has the Privilege to Serve as Trustee
Bryan C. Thompson and A.J. Ceberio have the distinct privilege of serving as trustee for several trusts, from special needs trusts and Medicare set aside trusts, to educational and liquidating trusts. Bryan and A.J. take their role as fiduciaries seriously and always focus on the best interest(s) of the trusts beneficiaries and the trust maker’s intent.
The Trustee’s Legal Duties
In estate planning and probate law, the trustee is the individual named in the trust as responsible for maintaining the assets in the trust for the benefit of the beneficiaries. For example, if there is a piece of real estate included in the trust, the trustee must keep the property clean and in good working order, ensure the property taxes are paid, and so on.