A fiduciary is a person or organization who have a duty of good faith to put their clients’ interests ahead of their own. Someone who acts as a fiduciary must legally and morally to act in another person’s (or persons’) best interests. Trustees are fiduciaries who are bound by high responsibilities to administrate trusts on behalf of beneficiaries. However, these responsibilities can be complex and carry liability. Our fiduciary services assist trustees with their roles and responsibilities. If we can assist your family by serving in one of these roles, please contact us.
Individual Trustee Representation
Our firm draws upon decades of trust administration experience. Our fiduciary services include assisting trustees in their roles and responsibilities. We offer the full array of trustee services including asset and investment management, filing of tax returns, trust accounting, and discretionary distribution decisions.
A trust protector is a fiduciary role that provides oversight of trustee activity. The role of the trust protector can be specifically tailored to meet your unique trust administration concerns. At The Grupp Law Firm LLC, we draw on our extensive knowledge of trust administration and fiduciary obligations to provide trust protector services or advise serving trust protectors to ensure that your trustee is truly working for you.