Trust Administration Attorney in Pennsylvania
Serving as a trustee is a serious responsibility. Pennsylvania law requires trustees to act as fiduciaries, always putting the interests of beneficiaries first. This means managing assets prudently, filing tax returns, providing accountings, and distributing property according to the trust’s terms.
At Chadwick Estate Law, we support both trustees and beneficiaries. Whether you’re a family member stepping into the role of trustee or a beneficiary concerned about how a trust is being handled, we provide clear guidance to avoid mistakes, resolve disputes, and ensure the trust achieves its purpose.
Trustee Duties Under Pennsylvania Law
Collect & Manage Assets — Inventory and safeguard trust property.
Prudent Investments — Invest according to the Pennsylvania Prudent Investor Rule.
Pay Debts & Expenses — Handle obligations, taxes, and administrative costs.
Maintain Records & Accountings — Provide beneficiaries with transparent accountings.
File Tax Returns — Federal and Pennsylvania fiduciary income tax filings.
Distribute Assets — Carry out distributions per the trust’s terms (staged, discretionary, or outright).
Trustees who fail in their duties may face personal liability. We make sure you stay compliant and protected.
How We Help Trustees
Day-One Guidance — Clear checklist of what to do immediately after becoming trustee.
Administration Support — Assistance with accountings, tax filings, and communication.
Coordination with Advisors — Work alongside your CPA and financial planner.
Dispute Avoidance — Early resolution of beneficiary questions to prevent litigation.
Court Proceedings — Guidance if Orphans’ Court approval or intervention is needed.
How We Help Beneficiaries
Information Requests — Ensure trustees provide required disclosures and accountings.
Enforcing Fiduciary Duties — Hold trustees accountable for improper management.
Resolving Disputes — Mediation or litigation in trust disputes.
Protecting Your Share — Advocacy to ensure you receive what the trust promises.
FAQs
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Trustees may be personally liable for losses caused by negligence or misconduct. Beneficiaries can petition Orphans’ Court for removal or surcharge.
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Yes. Trustees are entitled to reasonable compensation for their work, subject to court oversight if challenged.
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Beneficiaries may demand accountings. Trustees typically provide them annually or at termination, but courts can require more frequent reporting.
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No. Most trusts are administered privately, but Orphans’ Court involvement may occur in disputes, modifications, or formal account approvals.
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Yes. Beneficiaries can contest distributions or administration by filing objections in Orphans’ Court. Legal counsel can help resolve disputes before they escalate.
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Not directly, but it can incorporate trusts or charitable gifts to reduce inheritance tax.
Protect Your Legacy with a Plan You Understand
Call 215-277-0888, email Bass or fill out this form to get started.
