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Trust Administration
Our attorneys are often requested by clients
to serve as executor or trustee. Because
of these fiduciary relationships our firm
has a long tradition of managing assets
and providing tax and financial advice
to fiduciaries and beneficiaries. Our
investment committee periodically reviews
each investment portfolio. Fiduciary fees
are based upon the value of the assets
under management and include the services
of a major financial institution as custodian
and of an independent investment advisor.
We also serve as co-trustee for clients
who have selected a corporate fiduciary
as managing trustee.
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