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  • 5.0/5.0

    Cassie is smart, professional, and one of the most competent attorneys I've had the pleasure of working with. She is reasonable and practical while advocating for her clients. She makes sound strategic decisions and is always well-prepared....
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    — Peer

  • 5.0/5.0

    — Peer

  • 5.0/5.0

    Tiffany has been so beyond helpful. She if very knowledgeable and very fair. She is great at explaining concerns from all views and things I would never have thought of. I highly recommend Five Valleys Law !

    — Client

  • 5.0/5.0

    We have been working with Cassie for years on so many different legal matters and she has been so personable, caring, responsible and above all professional and gets results. She has never left us hanging and although we have thrown her cu...
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    — Client

  • 5.0/5.0

    As a small business owner/operator it is very important to have legal councel to help navigate corporate rules, tax law, partnerships, leases, contracts, etc. We have found that with Tiffany and her partners at Five Valleys Law their work i...
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    — Client

Experienced Montana Attorneys Assist Clients with Trust Administration

Reliable estate lawyers advise trustees in the Missoula area

At Five Valleys Law, P.L.L.C., our attorneys advise clients in the Missoula area and throughout Montana on how to comply with all aspects of trust administration accurately and completely. Trustees can benefit from sound legal guidance so they are not held personally liable for losses in the value of estate assets due to errors or misconduct. In addition, for individuals who want an experienced third party representative to oversee their trust, we can assume administration duties, offering a qualified attorney to serve as trustee. We guide individuals through trust administration with confidence and efficiency.

Reputable law firm counsels trust fiduciaries

Once a grantor establishes a trust, either they or a reliable fiduciary must act as trustee. The trustee is responsible for seeing to the completion of necessary tasks according to state laws and the terms of the trust. The attorneys at Five Valleys Law, P.L.L.C. provide advice to trustees so they can capably manage duties related to trust administration, including:

  • Communication with beneficiaries
  • Investment of assets
  • Management of assets, including real property
  • Collection from debtors and payment of creditors
  • Preparation of accountings
  • Preparation of tax returns
  • Distributions to beneficiaries

Trust administration requires careful attention to each detail of the grantor’s wishes. We support trustees during every step of their administration efforts and help them avoid missteps.

Knowledgeable counselors handle a wide variety of trusts

There are many different types of trusts, each with its own rules and regulations. We are well-versed in matters related to both common and less frequently encountered trusts, including:

  • Credit shelter trusts (CST)
  • Incentive trusts
  • Living trusts
  • Generation-skipping trusts
  • Qualified Terminable Interest Property (QTIP) trusts
  • Qualified Personal Residence Trusts (QPRT)
  • Charitable remainder trusts
  • Irrevocable life insurance trusts

If you have been named a trustee, securing legal counsel is often beneficial. The attorneys at Five Valleys Law, P.L.L.C. provide highly ethical representation to trustees. We work to maintain the fiscal strength of trusts so that they serve beneficiaries through their intended lifetime.

Contact a reliable Montana trust administration law firm

The trust administration process can feel overwhelming for individuals unfamiliar with estate law. Our attorneys can help to ease the burden for clients in Montana. To schedule a free consultation with Five Valleys Law, P.L.L.C., call our Missoula office at 406-626-8052 or contact us online.