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Effective Trust Administration in NYC and Along the Treasure Coast, FL

At Fogel Capital Management, our in-house staff has over 20 years of experience in trust administration. Serving as the trustee for numerous clients along Florida’s Treasure Coast and New York City’s prestigious Wall Street, our Client Services Division works directly with your estate planning attorney to ensure the wealth transfer process is as free from conflict as possible. Consistent communication, paired with diligent account management, allows our Trust Administration team to manage each client’s trust effectively. Utilizing Fogel Capital as your trustee will give you the peace of mind that your assets are invested, protected, and transferred just as you’ve intended.

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Helpful Tips for Smooth Estate Planning and Trust Administration

Feeling a bit confused or overwhelmed about where to start when it comes to your estate planning? You’re not alone. We’ve taken the time to provide a few helpful tips for planning a smooth trust administration to carry out your wishes after you’re gone:

  • Choose the Right Trustee – Your trustee will be the appointed person responsible for making all the critical fiduciary decisions regarding your estate. It’s important to choose someone you trust to carry out the tasks and to assist your beneficiaries impartially. Our firm has over two decades of experience in trust administration to make this decision easier for you.
  • Clear, Concise Trust Terms – When it comes to matters involving your will and estate, clear, concise documents and terms are the best way to avoid confusion and contention among your surviving relatives. We can work with your estate planning attorney to ensure there’s little to no room for creative interpretations when it comes to administering your final wishes.
  • Update Your Estate Planning – Life moves pretty fast, and it’s crucial to keep up with any necessary estate planning updates. New marriages, births, divorces, and even relocations to another state can have significant impacts on your trust and beneficiaries. Plan accordingly.

Schedule a Consultation to Discuss Your Trust Administration Needs

If you need assistance with trust administration in New York City or along Florida’s Treasure Coast, you can count on Fogel Capital Management’s expertise and impartiality. We take our trust administration duties very seriously. Whether you’re planning for the administration of your estate or you’ve found yourself in the position as the appointed trustee for someone else’s estate and you have questions or concerns, we can help you avoid costly errors and protect your trust’s assets. Please contact us today to schedule your free initial consultation to begin discussing your trust administration needs!

Schedule Your Free Consultation