The administration of a trust can involve significant legal, financial, and family considerations—particularly when substantial assets, closely held businesses, real estate, or competing beneficiary interests are involved. Peck Baxter advises trustees, beneficiaries, families, and fiduciaries on trust administration and represents clients when disagreements develop into contested proceedings.

Our attorneys assist trustees with interpreting trust documents, administering and distributing assets, satisfying fiduciary obligations, providing accountings and information to beneficiaries, addressing creditor and tax issues, and navigating other responsibilities arising throughout the administration process. For families with substantial or complex estates, we also advise on matters involving business interests, investment assets, real estate holdings, and multigenerational wealth structures.

When disputes arise, Peck Baxter represents trustees and beneficiaries in matters involving breach of fiduciary duty, trust interpretation, accountings, distributions, trustee removal or replacement, undue influence, capacity, self-dealing, and other contested trust issues. By combining sophisticated estate-planning knowledge with experienced litigation and trial advocacy, we work to protect our clients’ interests while pursuing efficient resolutions whenever possible.