Personalized Representation. Honest Advice.

Photo of Kelly J. McDonald & Katie L. Warner

Assisting With The Administration Of Trusts In Arizona

Most people create trusts to pass down their property without forcing their family to go through the probate process. The trustor determines which assets belong to the trust and how those assets should be distributed. As part of the trust, the trustor will select someone to serve as the trustee. This individual is responsible for ensuring that trust assets remain protected throughout the life of the trust and that property goes to the intended beneficiaries at the proper time.

This can all become quite complicated for someone who has no experience with the administration of trusts in Arizona. At McDonald Warner in Phoenix, our legal team is here to help with any issues concerning the distribution of assets under a trust. Our attorneys have nearly 50 years of combined legal experience, much of it inside the courtroom, and can help you understand the steps you should take to protect your interests.

Straightforward Advice About The Options Available To You

When we meet, we will look at what has happened in your case so far. We will ask questions and get to know what is most important to you. We will tell you what we think we can do to help you, and then we will take action. Our team has practical experience with many trust administration concerns, including:

  • Helping provide a detailed accounting of trust assets
  • Working with the trustee to distribute property accordingly
  • Representing family members outside of Arizona who have concerns about an in-state trust
  • Reviewing a trust and the actions of a trustee to determine if he or she acted properly

It is not uncommon for these cases to result in litigation, and we represent anyone who may have an issue with a trust, whether that be the trustee or a beneficiary under the trust. As experienced trial lawyers, we have handled several cases where the parties disagreed about the distribution of the trust or thought there had been some sort of improper action on the part of the trustee.

Our main goal is to help you and your family avoid litigation wherever possible. If we work with you early on in the estate planning process, we can make sure that the trust you create has addressed any potential matters of concern.

Learn More About What We Can Do To Help

We can help with any issue related to the administration of a trust. To arrange a free, half-hour consultation with one of our attorneys, please call our office at 480-525-5603 or send us an email.