Trust administration requires the Trustee to understand the laws that govern the trust as well as the financial concepts used to successfully protect and grow the trust assets.

Income Tax

Final state and federal personal income tax returns may need to be filed.

Assets

All of decedent’s assets need to be identified and gathered. Creditors need to be notified, and their claims against estate/trust assets must be handled.

Inheritance Tax

State inheritance tax may need to be processed and paid.

Distributions

Distributions need to be made to estate/trust beneficiaries in the proper manner, at the proper time, and in the proper amount.

Let’s work together.

Office

12020 Shamrock Plaza, Suite 200, Omaha, Nebraska 68154-3537

Contact

wbrown_221@outlook.com

Open Hours

Monday – Friday: 9am — 5pm
Saturday & Sunday: By appointment