When the grantor of a trust becomes incapacitated or passes away, a successor trustee is named to care out their wishes. Often, this trustee is equipped to step into that role without any assistance. But from time to time, a trustee needs assistance in understanding or carrying out their role. That's where we can help. If you have been named as a trustee in a trust and, due to your life circumstance or your ability or willingness to manage your responsibilities alone, you wish to receive assistance, we are able to give you all the expert guidance you need.
Tallgrass Estate Planning can help you:
Understand your duties and responsibilities under the law and the trust
File tax returns and plan for other tax efficiencies, such as income taxes and capital gains
Sell real estate
Work with financial institutions holding trust assets
Work with insurance companies to distribute assets to the trust
Work with tax-deferred retirement accounts
Mediate and resolve conflicts among trust beneficiaries
Other Services
