Trust Admin

Vincent Lyon P.A.

In my role as a trust administration attorney in Florida, I oversee the management and distribution of trust assets according to the trust document’s terms, while ensuring compliance with Florida trust law. My responsibilities include advising trustees on their duties, assisting in the preparation and filing of necessary legal and tax documents, and managing trust assets to benefit the beneficiaries in accordance with the trust’s objectives. This involves a detailed understanding of fiduciary duties and the legal framework governing trusts in Florida.

Key Expertise:
  • Fiduciary Responsibility
    • Advising trustees on their legal and ethical obligations to manage and distribute trust assets responsibly and in the best interest of the beneficiaries.
  • Legal Compliance
    • Ensuring that the trust administration process complies with Florida trust laws and the specific provisions of the trust agreement.
  • Asset Management
    • Guiding the proper investment, management, and distribution of trust assets to preserve and enhance their value for beneficiaries.
  • Conflict Resolution
    • Mediating disputes among beneficiaries or between beneficiaries and trustees to resolve conflicts amicably and maintain the integrity of the trust.

Looking For A Reliable & Dedicated Partner?