Experienced Estate and
Trust Lawyers Helping You Navigate Complex Legal Responsibilities
Are you searching for a trust administration attorney or need help with gift and tax reporting for estate planning? Our law firm provides clear, comprehensive legal services for trustees, fiduciaries, and individuals making large financial gifts. We help you avoid costly mistakes and stay compliant with state and federal laws — while protecting your legacy.
Trust Administration Services
When someone passes away and leaves a trust, the person responsible for managing and distributing assets — the trustee — has serious legal duties. Administering a trust involves more than distributing assets — it’s about honoring a legacy while complying with legal duties. As a trustee, you're held to the highest fiduciary standards. Our experienced trust administration attorneys guide trustees through every step of the process with confidence and clarity.
We assist clients with:
- Reviewing and interpreting trust documents
- Notifying beneficiaries and relevant authorities
- Inventorying, valuing, and managing trust assets
- Paying valid debts and taxes from the trust
- Filing required legal and tax documents
- Distributing trust assets according to the trust’s terms
We work closely with trustees, beneficiaries, and financial professionals to ensure the trust is administered properly — and without unnecessary delays or disputes — offering clarity, structure, and legal protection every step of the way.
Gift and Tax Reporting Services
Making a significant financial gift to a family member or loved one? Many clients don’t realize that IRS Form 709 (Gift Tax Return) may be required — and improper filings can result in audits, penalties, or loss of tax benefits.
Our attorneys offer professional gift and tax reporting services to help you:
- Understand the IRS annual gift tax exclusion limits
- Strategize tax-efficient gifting as part of your estate plan
- File accurate and timely gift tax returns
- Minimize or avoid unnecessary gift or estate taxes
- Ensure full compliance with IRS regulations
We align your gifting strategies with your overall estate planning goals to protect your wealth and maximize the impact of your gifts.
Why Choose Our Estate Planning & Trust Law Firm?
✅ Dedicated Estate and Trust Lawyers – We specialize in estate law, tax planning, and trust administration.
✅ Personalized Legal Guidance – Every trust and gift plan is unique. We tailor our approach to your exact needs.
✅ IRS and State Compliance Expertise – We stay current on gift tax laws, trust regulations, and estate tax rules so you don’t have to.
Schedule a Consultation with a Trust Administration Attorney Today
If you’ve been named a trustee, or if you’re planning to make a large financial gift, it’s important to understand your legal responsibilities. Bentler Mulder can help you fulfill your obligations and avoid legal or tax complications.