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Trust and Estate Counsel

We represent corporate and individual trustees and executors in all matters relating to trust management, including administrative and distribution policies, tax planning, and investment policy decision-making. Our focus is on helping trustees manage their liability while carrying out the objectives of the trust. With significant working knowledge of the Washington Trust and Estate Dispute Resolution Act, we frequently assist fiduciaries and beneficiaries to fashion agreements that address administrative and investment matters creatively, frequently with success in averting potential disputes. Our attorneys, who include a former trust officer with a major corporate trustee and a certified financial planner, have both professional and hands-on experience with varied trust matters.

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 “Westbound to the Peninsula” by Ted Kutscher, 2009