Beware: Many successor trustees who handle trust administration without the advice of an attorney often skip this very important step.
is intended to provide general information with respect to the questions most frequently asked with respect to estate administration.
If you have a specific question about an estate that you are administering or involved in, you should seek legal advice.
Asset protection The term "asset protection" is commonly misunderstood.
Many believe that it refers to the techniques used to shield a debtor's assets from creditors' claims.
Executors, intestate successors, and beneficiaries wanting to refer an estate to PGT Estate and Personal Trust Services are encouraged to contact our office and speak with EPTS Duty Officer prior to submitting a referral.