Milwaukee Trust and Estate Administration Law Firm Advises Trustees
Wisconsin lawyers assist with the probate process
Walsh & Keating, S.C. provides guidance to individuals named as trustees or as executors of estates. We help ensure that you successfully uphold your fiduciary duties.
Trust administration requires careful attention to each detail of the grantor’s wishes. We assist clients with the administration of a wide variety of trusts, including:
- Credit shelter trusts (CST)
- Incentive trusts
- Living trusts
- Generation-skipping trusts
- QTIP trusts
- Charitable remainder trusts
- Irrevocable life insurance trusts
Meticulous administrative services
We have the extensive experience in all duties expected of a trust administrator, including:
- Investment of assets
- Management of assets
- Preparation of accountings
- Preparation of tax returns
- Distributions to beneficiaries
We offer sound advice to trustees to ensure accurate and complete compliance with all aspects of trust administration. If you have been named a trustee, we strongly recommend that you retain professional assistance from a trustworthy source.
Valuing and managing the estate
We assist executors with the arduous process of collecting, managing, valuing, protecting and liquidating the assets of the estate. When appropriate, we call upon accountants, financial advisors, real estate agents, property managers and other professionals to assist with executor duties. We can access expert opinions about unique assets such as antiques, rare books, automobiles and other collectibles for accurate valuation, management and possible sale.