In addition to tax compliance work, Certus attorneys are often called upon to assist individual and corporate fiduciaries with respect to the administration of estates and trusts.  We seek to provide creative, sound advice that maximizes the relationship fiduciaries have with the beneficiaries they serve while also providing appropriate protection for fiduciaries.  Services in this area may include:

  • Advice and counsel regarding distribution planning
  • Advice and counsel regarding notice matters
  • Representing fiduciaries before the Court
  • Trust modification and construction
  • Guardianship matters
  • Trust terminations
  • Fiduciary succession
  • Principal and Income matters
  • Trust investments
  • Unitrust conversions
  • Settlement Agreements
  • Settlement Trusts