Ongoing management of a family’s assets can be daunting. Our team provides hands-on service to help navigate the entire trust administration process. We will be there to face the opportunities and challenges with you, so you can focus on what matters most.
You likely already have trusted advisors such as an accountant and/or financial advisor. Your team can certainly remain in their roles. As Trustee, our job is to ensure the estate, financial and investment planning strategies you have established are carried out as you intended.
Many people think they only have two options for trustees: a trusted family member who may be ill-equipped to act as trustee, or a large, impersonal corporate trust department at a large national bank. We offer an alternative that provides the best of both worlds, combining the care and personal attention of a trusted family member or friend with the expertise usually only found at large institutions. With our hands-on approach, we develop a deep understanding of our clients’ values and goals. This allows us to craft a tailor-made approach to managing your family’s trust.
Our team has unparalleled depth of knowledge of trusts and estates, including all phases from structuring and planning through to trust administration. This knowledge has come through our decades of experience guiding families through this process. We have been recognized for our expertise in this area of law by many of our peers, including the nationally-recognized American College of Trust and Estate Counsel.
It’s usually very easy to change trustees. Often, you as grantor(s) simply need to remove the current trustee and appoint a successor trustee. Once that appointment is complete, our team will take care of the administrative matters including transferring documentation, accounting, and account/asset access.
The trust document sometimes does not allow you to change the trustee directly, but provides for a Trust Protector or majority of beneficiaries to change the trustee. We are happy to help with reviewing the trust document to determine if this is the case.
In a small number of cases, we may need to petition the court in order to change trustees. Again, we can help you navigate this process should you decide to name us as Trustee.
Our comprehensive trustee services include:
You may have built your wealth with real estate or in business, and may continue to own assets that large institutions typically will not agree to manage. In contrast, we have deep experience working with these types of assets and are happy to manage them for you and your family.
Our team is sensitive to the issues inherent in family-owned companies and unique assets. We work closely with your team of advisors and local market contacts to ensure your assets are managed and administered in accordance with your wishes.
Our unique asset administration process is built to help families retain and even enhance their family’s assets. Unique asset management services can incorporate a broad range of assets like:
Some clients will prefer to have a family member or close associate as trustee. In such cases, clients can have the best of both worlds by hiring us as agents for the trustees. Almost all the services we offer as a trustee can be provided to your chosen trustee on an agency basis, including management and record keeping.
Lynch Murphy McLane LLP
747 SW Mill View Way
Bend, OR 97702
Lynch Murphy McLane LLP
3 Centerpointe Dr
Suite 160
Lake Oswego, Oregon 97035
Lynch Murphy McLane LLP
5416 Running Y Rd
Suite 201A
Klamath Falls, OR 97601
