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(407) 574-8125

Florida Trust Administration Attorney

Looking for the Right Florida 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?

Trust administration refers to the management of assets within the trust. The trustee is responsible for trust administration and holds the duty of fiduciary. The trustee must protect the assets of the trust, and ensure they are used according to the trust set up. Our offices can help ease your mind by ensuring everything is administrated smoothly and correctly.

Why Choose Family First Firm?

  • Confidential Case Assessment – During your confidential assessment, we will listen to you and help you determine your next steps.
  • Highly Reviewed & Rated – Superb 10.0 rating on respected legal site AVVO, 5-star rating, with over 200 reviews on Google. See some of our reviews below.
  • Focused Legal Practice – Our firm focuses on Elder Law, wills, estate planning, elder law, asset protection, long-term care plans, and closely related areas.
  • No Hidden Fees – Know the costs before starting (in most situations).
  • Experienced – In our over 10 years in business, we’ve helped hundreds of families protect their legacy and plan for their future.
  • Custom Plans and Solutions – You and your family are unique. That’s why we don’t use fill-in-the-blank form documents. Your plan is YOUR Plan. Together we create plans that best fulfill your dreams and goals.
  • Highly Responsive – We strive for “freaky fast” returned client calls. No going dark or waiting days to hear back.
  • Proactive Approach – We help clients to prevent legal problems and mistakes before they happen.
  • Client Education Focused – You’ll get a clear & concise understanding of each step in the process.
  • We’re Here For You Afterwards – After creating your plan, we periodically check in with you and keep you informed and can meet to review changes in your assets, situation, or wishes.

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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.

Client Reviews – Family First Firm

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

“I will recommend this firm to all my friends and clients,” “Family First Firm is top notch!,” “every single staff member is brilliant, kind, and caring,” “Geoff Hoatson is the real deal and treats his clients and colleagues with professionalism and compassion,” “The firm fosters a culture of respect and diligence combined with a fun and pleasant environment,” “extremely helpful and made a number of highly useful suggestions,” “I would absolutely refer my friends to this firm in the future,” “Family First has been my go to for any matters outside my scope of practice specifically elder law affairs,” “I’ve heard nothing but positive feedback from their experience with their services,” “Family First is dependable, responsive, professional and always willing to help even with the most complex cases,” “Family First is an Elder Law Firm we without any hesitation can certainly trust and refer our residents and family members,” “They, at all times, provide everlasting support to our Nursing Home Residents in an always understanding and supportive charisma,” “This group has been such a blessing to our family,” “very professional, knowledgeable, honest and above all caring throughout our journey,” “If you need assistance with Medicaid, call immediately,” “Family First Firm is THE BEST at Medicaid qualification, guardianship and all estate or financial planning for seniors!,” “I cannot praise them enough for what they do,” “professional, passionate, compassionate and knowledgeable,” “a great team of folks that really go above and beyond for their clients,” “Family First Firm and everyone who works there are totally outstanding,”

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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Our Location

We help families locally within or near the Orange County Area.

Locally we serve Orlando, Winter Park, Altamonte Springs, Maitland, Longwood, Apopka, Lake Mary, Clermont, Deland, Kissimmee, Windermere, Oviedo, Winter Springs, Groveland, Casselberry, Celebration, Lake Nona and many other locations.

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 (407) 574-8125 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.

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Professional Associations

Our Locations

Orlando Office

Family First Firm - Medicaid & Elder Law Attorneys

1901 W Colonial Dr,
Orlando, FL 32804

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Altamonte Springs Office

Family First Firm - Medicaid & Elder Law Attorneys
By Appointment Only

715 Douglas Ave Suite# 40,
Altamonte Springs, FL 32714

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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