At Yergey & Yergey, P.A., we provide comprehensive trust administration and estate planning services for Central Florida families. Whether you need to establish a revocable living trust, navigate complex irrevocable trust structures, or administer a trust after a loved one's passing, our experienced attorneys guide you through every step with personalized attention and deep knowledge of Florida trust law.

​

Our Trust Administration Services in Central Florida

When a loved one passes away and has established a trust, the successor trustee takes on significant legal and fiduciary responsibilities. Our Orlando-based trust administration attorneys provide comprehensive guidance to trustees throughout the entire trust administration process, ensuring compliance with Florida law while protecting beneficiary rights.

What is Trust Administration?

​

Trust administration is the process of managing and distributing trust assets according to the trust document's terms after the grantor's death or incapacity. Unlike probate, trust administration is typically private and can be more efficient, but it still requires careful attention to legal requirements, tax obligations, and fiduciary duties.

Our Comprehensive Trust Administration Services Include:

• • Trustee Guidance and Fiduciary Duty Counseling - We advise trustees on their legal obligations, helping you understand and fulfill your fiduciary duties under Florida law.

• • Trust Interpretation and Document Review - Our attorneys analyze trust documents to clarify trustee powers, beneficiary rights, and distribution requirements.

• • Asset Inventory and Valuation - We assist in identifying, locating, and valuing all trust assets, including real estate, financial accounts, business interests, and personal property.

• • Beneficiary Notifications and Communications - We handle proper notice to beneficiaries as required by Florida Statutes Chapter 736, ensuring compliance with legal disclosure requirements.

• • Tax Planning and Preparation - Our team coordinates with tax professionals to handle estate tax returns, trust income tax filings, and strategies to minimize tax liability.

• • Asset Distribution and Transfer - We guide the proper transfer of assets to beneficiaries according to trust terms, including real estate deeds, account transfers, and personal property distribution.

• • Creditor Claims Management - We advise on handling valid creditor claims against the trust and protecting trust assets from improper demands.

• • Trust Accounting and Recordkeeping - We help trustees maintain accurate records and prepare formal accountings for beneficiaries.

• • Dispute Resolution and Litigation - When conflicts arise between trustees and beneficiaries or among beneficiaries, we provide mediation services and courtroom representation.

• Revocable Living Trusts vs. Irrevocable Trusts

• We administer both revocable living trusts (the most common type) and irrevocable trusts. Each type has different administration requirements, tax implications, and legal considerations. Our attorneys have extensive experience with all trust types, including:

• • Revocable Living Trusts

• • Irrevocable Life Insurance Trusts (ILITs)

• • Special Needs Trusts

• • Charitable Remainder Trusts

• • Marital and Family Trusts (A/B Trusts)

• • Qualified Personal Residence Trusts (QPRTs)

• Why Choose Yergey & Yergey for Trust Administration?

• With decades of combined experience in Florida estate planning and trust law, our attorneys understand the complexities of trust administration. We serve families throughout Central Florida, including Orlando, Winter Park, Maitland, Altamonte Springs, and surrounding communities.

• Our approach combines:

• • Deep knowledge of Florida trust law and statutes

• • Personalized attention to each family's unique situation

• • Clear communication in plain language

• • Efficient processes to minimize delays and costs

• • Compassionate guidance during difficult times

• • Protection of trustee interests while honoring beneficiary rights

• Common Trust Administration Challenges We Resolve

• Trust administration can present complex challenges. Our attorneys regularly assist clients with:

• • Unclear or ambiguous trust provisions

• • Disputes over asset valuation

• • Beneficiary disagreements about distributions

• • Complex asset types (business interests, out-of-state property, digital assets)

• • Trust modification or termination

• • Trustee removal or resignation

• • Breach of fiduciary duty claims

• • Estate tax audits and controversies

 

Contact Our Orlando Trust Administration Attorneys

​

If you've been named as a trustee or are a beneficiary with questions about trust administration, our experienced attorneys are here to help. We offer initial consultations to discuss your specific situation and explain how we can assist with efficient, legally compliant trust administration.

​

Serving Orlando, Winter Park, and all of Central Florida, Yergey & Yergey, P.A. provides trusted legal counsel for trust administration, estate planning, probate, and guardianship matters.