Service as a Trustee

Our law firm has been administering trusts since 1935. Some trusts in our care began in the early years of the 20th century. Many of our clients are second or third generation beneficiaries who rely on us for our sound counsel and advice. By acting as a trustee, our firm continues a long Boston tradition of law firms who provide comprehensive legal and financial services to trustors and their heirs. To learn more about our history and our trustee services, contact our Boston law firm, Taylor, Ganson & Perrin, LLP.

Providing legal and fiduciary services to grantors and beneficiaries since 1935.

Our attorneys and fiduciaries all have many years of experience acting as trustees, making sure the provisions of a trust are carried out. We offer clients continuity of service and a level of attention that can develop only when there is a personal connection. Because of these long-standing relationships, we can provide advice and counsel that frequently includes practical help. Some of the beneficiaries of trusts under our management have special needs, are disabled, or have experienced legal difficulties. We try to help these clients by paying bills, making appointments, and protecting them from creditors and others whose interest may last only as long as the money. Our role is greater than that required by our fiduciary duty.

Our formal service as trustees includes holding and managing the assets of the trust and reporting regularly to the beneficiaries about the performance of the funds in our care. To protect the trust assets and provide disinterested advice, we employ Mellon Bank as custodian and Eaton Vance as the independent investment advisor. These arrangements offer an unusual level of safety. However, we are also flexible, and happy to work with any custodian or investment advisor named by the client. In short, our services as a trustee are tailored to the client’s needs and desires.

We believe our fees are reasonable, and include the cost of our independent investment advisor and other management expenses. Many of our clients name one of our attorneys or fiduciaries as a trustee when they are undertaking the estate planning process. Because they have experienced our thoroughness and attention to client needs during the setting up of a trust, they are perfectly comfortable having the same attorney act as a trustee. This provides a continuity of service and a knowledge of the client’s situation that can be the basis of a long lasting relationship, worth much more than the management fee to our client.

To learn more about our trustee services, and the qualifications of our attorneys and fiduciaries, contact our Boston law firm, Taylor, Ganson & Perrin, LLP.