Once a grantor establishes a trust, either they or a trustworthy fiduciary must act as trustee for the trust assets. When the grantor dies, a trustee named in the trust documents must act as administrator, seeing to necessary tasks according to state law and the terms of the trust. Trust administration requires careful attention to each detail of the grantor’s wishes, as well as sound legal advice to avoid missteps for which a trustee can be held personally liable. Susan K. Tomita acts as administrator and provides reliable legal guidance to trust administrators. I have ample experience in both roles on a wide variety of trusts, including:
Susan K. Tomita provides highly ethical and reliable administration services to a variety of trusts, maintaining the fiscal strength of these entities to serve beneficiaries through the intended life of the trust.
I have capably managed all duties related to trust administration, including:
In the exercise of these duties, I proceed in good faith according to state law and the grantor’s desires as expressed in the trust’s documents.
A trustee can be personally liable for mistakes or omissions that result in losses for the trust. I offer sound advice to trustees to ensure accurate and complete compliance with all aspects of trust administration. If you have been named a trustee, I strongly recommend that you retain professional assistance from a trustworthy source.
To schedule a consultation with Susan K. Tomita, call my Albuquerque, New Mexico office at 505-445-2597 or contact my office online.