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Legal Discussion


Trust Administration

 

The attorneys at Orson and Brusini can assist in an advisory capacity or serve as trustees for clients and their families. We also work closely with corporate trustees and trusted financial advisors, focusing on a team approach to address personal planning and wealth preservation concerns for clients. Trust administration requires a broad range of knowledge, including but not limited to, experience with complex family dynamics and an in-depth understanding of the duties and potential liabilities of a trustee. We strive to understand the wishes of our clients so that we can provide meaningful support and develop long-term relationships.