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Hackensack Lawyers: Trustee Responsibilities

New Jersey Estate Trustee Lawyers

During these difficult times, it is important to entrust your legal and personal matters to a legal team who has the experience to look after your best interests now and into the future. When you are deciding the best way to distribute your assets to the next generation in your family, it is often not a simple matter and you may not even realize all the factors there are to consider.

At Greenberg & Lanz, we have been trusted by clients and courts to handle all the responsibilities of a trustee for more than 30 years. Call 201-487-7755 or contact us online today to schedule your free initial consultation.

Getting to Know You

Administering a trust requires more than just disbursing funds. A trustee is responsible for strategic and sound investment decisions to keep the funds safe into the future. A trustee must also make sure the right spending decisions are being made. This involves working closely with the client and beneficiaries in order to know their circumstances and goals. This close relationship provides confidence in working towards these decisions together.

For instance, if a trust is set up to be used for college tuition, our attorneys are going to meet with the beneficiary to make sure they are getting the best tuition in accordance with the trust funds, that they are getting any loans they may need and making sure that the college they choose is the best college for their future goals.

This high level of personal commitment to our clients ensures that the trust will be administered in accordance with the decedent's wishes. It also gives peace of mind that should something unexpected occur, the trust and the beneficiaries will be taken care of.

Privately Retained or Court-Appointed

Attorney Steven Morey Greenberg has been appointed by Courts a number of times to act as trustee of various trusts and he has also been retained privately by clients in many instances to serve as trustee. The trusts range in size from relatively modest assets to assets valued at millions of dollars. Our attorneys are also available as counsel in trust, guardianship and probate litigation.

When developing your estate plan, you need a compassionate and dedicated attorney with the experience you can trust. To discover how we can help you, speak with our Hackensack business law, litigation, life planning, estate planning, probate and estate administration lawyers. Call us at 201-487-7755 or contact us online today.