Administration & Probate

Zaffre routinely advises fiduciaries on the proper administration of estates and trusts. Services include:

  • Advising trustees on the proper administration of irrevocable trusts, such as grantor retained annuity trusts (GRATs), qualified personal residence trusts (QPRTs), charitable lead trusts (CLTs) and charitable remainder trusts (CRTs), life insurance trusts (ILITs), annual gift trusts, and others.
  • Advising executors in connection with a decedent’s will and the probate (court) process and advising the trustees of a revocable trust.
  • Advising trust protectors and other trust power holders in connection with the exercise of their powers.
  • Seeking judicial and non-judicial modification of existing trusts.