Independent Trustee Lawyer East Greenwich, RI

Our East Greenwich, RI, Independent Trustee Protects Your Assets

A robust estate plan contains your will, advanced directives, and, likely, at least one trust. The kind of trust (or trusts) that you create is a critical part of legacy estate planning and the first step to building generational wealth. But, a trust is only as good as its construction and your choice of trustee. The role of an independent trustee is one that many people fail to consider, but when you want peace of mind that your trust will serve its purpose and benefit the beneficiary, it’s one of the best solutions legally possible. Our East Greenwich, RI, independent trustee lawyer can explain the benefits of having a third party oversee your trust.

At Aptt Law LLC, we offer comprehensive trustee services. Our experience in professional estate planning has honed our knowledge of and commitment to our fiduciary obligations. We also know that different types of trusts require different trust management styles. Contact us today for a bespoke consultation.

Professional Independent Trustee Services For Legacy Estate Planning

Some types of trusts, like irrevocable trusts, cannot be administered by the grantor (the person who created it, i.e., you). You must appoint another party to administer the trust, who is referred to as the trustee. Most people choose a family member or close friend, but just because you love and trust someone doesn’t mean they are especially well-equipped to administer a trust, or that they would even want such a responsibility. In fact, choosing a family member as trustee could significantly hamper your goals for building generational wealth and create unintended animosity in the family.

On the other hand, an independent trustee is a neutral third party who serves only the trust. Usually, this person has professional experience in law, estate planning, finance, or specialized trust administration. As impartial parties, they are less likely to be swayed by the beneficiary’s entreaties and less likely to use trust money for expenses that the trust wasn’t intended to pay for. Our firm includes an experienced estate planning attorney with a background representing real estate investors, ideal for managing a trust containing real property. We can also retitle real estate as needed to fulfill the purpose of the trust, so we better serve your financial obligations.

Independent trustees understand the taxation and legal issues required of both private and corporate trustees. They have an ethical duty to uphold their fiduciary responsibilities to the trust. Their expertise can ensure that the trust operates effectively and efficiently. There tends to be less risk, too, with a third-party-administered trust. Someone without firsthand knowledge of administering a trust may make mistakes that a professional wouldn’t.

Comprehensive Independent Trustee Services

Our team has the practical background experience with trust administration to help ensure that your intentions for setting up the trust are carried out. We understand the legal and financial aspects of trusts and can represent them in court if necessary. As skilled generational wealth lawyers, we can also offer advice to help your trusts be more productive.

Open and honest communication between the independent trustee, the grantor, and the beneficiary is essential for the trust to operate smoothly. We provide regular reports on your trust(s) and answer your questions as they arise.

Do you need independent trustee services, or would you like to replace yourself or another person as trustee? Contact Aptt Law LLC.

Disclaimer:

The Rhode Island Supreme Court licenses all lawyers in the general practice of law, but does not license or certify any lawyer as an expert or specialist in any field of practice. This web site is designed for general information only. The information presented at this site should not be construed to be formal legal advice, nor the formation of a lawyer client relationship.
No Attorney-Client Relationship Created by Use of this Website. Neither your receipt of information from this website, nor your use of this website to contact Aptt Law LLC (hereinafter “the Firm”) or one of its lawyers creates an attorney-client relationship between you and the Firm. You will become a client of the Firm only if and when you sign an engagement agreement setting forth the scope of the Firm’s engagement, the fee arrangement and other relevant matters.
Disclosure Under IRS Circular 230: Any U.S. federal tax advice contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing, or recommending to another party any tax-related transaction or matter.

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    Alejandro Tobon 
 
 
 
  I’ve had the privilege of knowing Geoff on a professional level for the past four years. We have cross multiple times because we travel in circles of like-minded entrepreneurs dedicated to seizing the incredible opportunities available to us in this amazing country. Equally important, we share a commitment to taking the right steps to protect our assets and achievements.

Within this circle, we’ve exchanged invaluable insights and expertise, helping one another grow as professionals and individuals. This collaborative environment is what gave me the confidence and assurance that Geoff is the correct professional to guide me when I needed a comprehensive strategy to safeguard my hard-earned assets and ensure my loved ones avoid unnecessary probate complications.

While many can set up a trust, Geoff goes beyond the basics. He obviously takes the time to understand your perspective, values, and vision for the future. I highly recommend Geoff not only for his exceptional knowledge and service but also for his firsthand experience as an active investor and his connection to a high-quality network of professionals focused on building generational wealth.
  
 
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    Tina Marie Noble 
 
 
 
  Had the pleasure of working with both Attorney Aptt and Jaclyn. Their professionalism was top notch.  I was so impressed with how they worked with their clients.  Great team!
  
 
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    Jason Doyle 
 
 
 
  I have know Geoff Aptt now for over a decade and collaborated with him on a number of legal manners on behalf of myself and my clients. He’s honest, hardworking, smart, and willing to bring in experts when needed, which isn’t often. He is certainly one of the first people that come to mind when I need legal assistance of any sort, especially in business, trusts, and estate matters. Top notch and a down to earth straight shooter. I highly recommend.
  
 
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    Matt Resnick 
 
 
 
  Geoff was great throughout our process!! Very detailed and attentive with great communication!!!
  
 
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    Jason Iannuccilli 
 
 
 
  I recently worked with Aptt Law on my estate planning, and I couldn't be more pleased with the experience. Geoff’s expertise in wills and estates was evident, and he guided me through every step with patience and clarity. I highly recommend this firm for anyone looking for professional and compassionate legal assistance in this area!
  
 
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    M&M Mosher 
 
 
 
  Geoffrey is extremely professional and accommodating. He stated a price within the first 15 minutes of meeting us to ensure that we were aware of what to expect and explained all aspects of our paperwork clearly. Geoffrey also made arrangements to work around our schedule. I would gladly recommend him to anyone seeking an estate lawyer.
  
 
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    Nathalie Luong 
 
 
 
  Great experience with Geoff and Jaclyn!
Very informative and takes the time to make sure that you are comfortable and understand everything. Everything done with a Will, Trust, Power of Attorney and more! Would recommend and work with again!
  
 
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    Joshua Bruhn 
 
 
 
  Geoff and his paralegal were both amazing in guiding my wife and I through our trust journey. I feel they truly cared about our children's future as they laid out our options in great detail, and they made sure the things we decided on paper met our fullest intent. Even as we made changes right upto signing the final product.
  
 
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    Bekah Bruhn 
 
 
 
  Working with Aptt Law was easy and stress free. The team there are knowledgeable,  responsive,  and always available to answer my questions.  Would highly recommend thier service!
  
 
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    Scott Eastwood 
 
 
 
  I have worked with Geoff for over a year now. He is knowledgeable and extremely professional . I look forward to working with him for years to come.