New York Trust Administration Attorney

Looking for the Right Trust Lawyer to Help You Administer a Trust to Protect Your Assets, Preserve Your Wealth, Ensure Your Wishes Are Fulfilled and Avoid Future Hassles for You and Your Loved Ones?

The following are typical matters to be addressed in a trust administration:

  • Determining when a trust comes into existence.
  • Determining when trustee duties come into existence.
  • Marshaling (finding and controlling) and determining status of trust assets.
  • Determining status of beneficiaries.
  • Providing notice of existence and terms of the trust to beneficiaries.
  • Providing an inventory of trust property to beneficiaries.
  • Establishing and funding sub-trust that may be created under the trust terms.
  • Determining tax reporting requirements and payment of taxes such as estate and income taxes.
  • Obtaining tax identification numbers.
  • Determining creditors, if any, providing notice for opportunity to file claims, and payment of legitimate claims.
  • Providing an accounting of financial transactions during the administration at regularly required intervals, and sub-trusts if applicable.
  • Identifying and installing the Trustee.

Why Choose SCHNEIDER, GARRASTEGUI & FEDELE?

  • Schedule a Consultation – We offer consultations to walk you through your needs, the scope of your goals, and your budget.
  • Proactive Approach – We help clients to prevent legal problems and mistakes before they happen.
  • Efficient – Our approach is to be fast, efficient and not complicate cases.
  • Client Education Focused – You’ll get clear and concise understanding of each step of the process.
  • Highly Rated & Reviewed – Highly rated on google, 5-Star rating on respected legal site AVVO
  • Highly Responsive – We pride ourselves in fast response times when communicating with our clients. We will never let your questions or concerns go unaddressed.
  • Proven Track Record – We’ve helped hundreds of families like you with probate and settle the estate efficiently and with the least stress possible.
  • Personalized Attention – We respect and understand that every client’s needs are unique. We treat all our clients with the attention they deserve.
  • Flexible Meeting Times – To accommodate your busy schedule.
  • Where We Serve You – Our office is in Melville and we are physically meeting with clients in our office as well as doing consultations by phone or virtually. We also help with Elder Planning throughout New York State.
  • 2nd Opinions & Plan Updates Available – Already have a lawyer? We can provide you with a 2nd opinion (and peace of mind).

Ask A Question,
Describe Your Situation,
Request A Consultation

Call (631) 756-6006 or fill out the short form below. We will usually respond within one business day and often the same day. Don’t hesitate. Your questions are welcome!

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Learn More About Trust Administration

Your situation is unique (we know this because everyone’s situation is unique). Contact us to get your questions answered and learn about how to best position you and your family for the years ahead.

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Client Reviews – SCHNEIDER GARRASTEGUI & FEDELE

Actual Words Clients Have Used to Describe Us & Their Experience:

” quick to respond to the problems,”” provided intelligent and common sense guidance,”” They are topnotch,”” very knowledgeable, communicative and kind team,”” Would recommend them to anyone,”” proactive, responsive and most importantly, accurate and effective,”” gave clear and precise instructions and recommendations,”” would recommend this team without reservation,”” I cannot speak more highly of this law firm,”” could not be more pleased,”” great results that were achieved by the elder care attorney,”” have been an extremely satisfied client,”” would, without hesitation, highly recommend”

If these things are what you are looking for in a Law Firm, then contact us to see if we are right for your situation and how we can help you and your family.

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Wills & Trusts

A Will is a document created to direct the distribution of assets at the time of death. Without a Will assets will be subject to the laws of intestacy of New York State, which will also direct the decision of what will happen to the assets. Wills are especially important to have for people with minor children, non-marital children, or those that are in second marriages.

A Trust is a document which can go into effect during your lifetime that can be a private arrangement that you make to give legal holding of property to another person or persons. There many types of Trusts, such as revocable, irrevocable, testamentary, “Medicaid qualifying”, Pooled Income, or Supplemental Needs Trusts. Each type is a separate and distinct document which is tailor-made to the grantor’s (the one who funds the trust) wishes.

Our Location

Our office is in Melville, though we serve many of the surrounding locations, including Merrick, Massapequa, Baldwin, Levittown, Lindenhurst, Bethpage, Rockville Centre, Huntington, and North Point.

What To Do Now:

We welcome your questions and want to understand your situation to help you move forward and achieve the peace of mind that comes with having everything done properly and efficiently. Since time is often critical to ensure the best result, contact us now by calling us for one-on-one assistance at (631) 756-6006(631) 756-6006 with your questions, a description of your situation, or to schedule a consultation. You may also simply fill out the form above on this page. Your form will be directly emailed to our office. You can expect a reply within one business day and often within hours the same day. All information is confidential.

‪631-309-2279

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Professional Associations

135 Pinelawn Rd #250s, Melville, NY 11747
Questions or Schedule An Appointment? Click to Call (631) 756-6006

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Schneider, Garrastegui & Fedele PLLC

Hours of Operation

Mon-Fri 9am to 5pm
Clients first entrusted us to help them with their estate planning and elder law issues over 30 years ago. Since then, we have expanded our practice to include real estate, but our focus continues to be on assisting clients with some of the biggest issues they will face in their lives.

Our Elder Law & Estate Planning Office in New York

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The information you obtain at this site is not, nor is it intended to be, legal advice. You should consult an attorney for advice regarding your individual situation. Contacting us does not create an attorney-client relationship.

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