Trust  Administration

Trust Administration, Tax Planning and Asset Protection

Unlike estates, the administration of property held in trust may continue for many years, pursuant to the terms of the trust.  Although trusts may be established for a variety of reasons, the primary purpose is usually to meet a family’s tax planning and property management goals.  While administration of a trust requires technical expertise and sound management skills, compassionate attention to each family’s particular needs is always a foremost concern.  We take pride in the trust services provided to our clients and their trust beneficiaries.

  • Fiduciary Accounting and Tax Preparation (Forms 1041 and 2, etc.)

Have a Trust Administration question? Speak with us.

Let us help you secure the best possible resolution to the challenges you are facing. We invite you to contact us to speak with an experienced attorney.

What Our Clients Have To Say

“I hired Nelson Costa to represent me in a very complicated tax preparation. I felt he was professional and always acted in my best interest and he was always available to answer any questions I had. I would highly recommend Nelson’s tax preparation services.”

by tax client

“I could not have had a better real estate lawyer. Nelson has helped me through a numerous real estate transactions and has always had answers for everything that could possible happen. If you need a great real estate lawyer, please call Attorney Nelson Costa. I tell all my friends and family to use him, because he is that good.”

by R.S – real estate client

“I hired Nelson to help administer and probate my parents estate. This was a very difficult process for me but Nelson made me feel at ease with his knowledge and experience. Both Nelson and his staff were easily accessible. I really appreciated Nelson’s ability to work around my schedule, including after hour phone calls. I was very impressed with his abilities and how he communicated with all parties involved. I highly recommend his services”

by K.D. – estate and probate client

“I needed the honest and straight forward advice of an attorney. Nelson carefully advised me of my options and then represented me in a very professional and competent manner, resulting in the best outcome I could have hoped for in my situation.”

by D.P.