Las Vegas Trust Administration Attorney
Looking for the Right Las Vegas Trust Administration Attorney to Help You Administer a Trust to Protect Your Assets, Preserve Your Wealth, Ensure Your Wishes Are Fulfilled and Avoid Future Hassles for You and Your Loved Ones?
Why Choose Crest Key To Help You With Trust Administration?
- Strict Construction of Trust – We believe in grantor’s rights and as such carryout grantor’s expectations stated in the trust.
- Guide Trustees – we guide trustees through confusing gauntlet of disjunctive and competitive demands from family, beneficiaries, creditors, and taxes toward a successful administration.
- Eliminate Trustee Personal Liability – Trustees are personally liable for wrongfully paying amounts, failing to timely report beneficiaries, and failing to report and pay taxes.
- Beneficiary Control – We enforce disinheritance clauses if a beneficiary challenges a grantors expectations.
- Minimizing Beneficiary Challenges – we guide trustees to keep beneficiaries appropriately informed during administration, and thus reduce or eliminate beneficiary challenges.
- Protection From Creditors – We strictly follow creditor notice statutes to save trust property from creditors.
- Taxes Run Through All Administrations – Since we have an expert tax CPA (unlike many law firms), we understand taxes. We know when and how to take tax effective elections, know where to report income and deductions on deceased’s final individual income tax return or on the trust income tax return.
- Highly Rated & Reviewed – 10.0/10.0 rating with over 100 5-star reviews by respected legal website Avvo.com, 4.9 review rating on Google. See some of our client reviews below.
- Proactive Approach – We help clients to prevent legal problems and mistakes before they happen.
- Efficient – Our approach is to be fast, efficient, and not complicate matters which keeps your investment down.
- Client Education Focused – You’ll get clear and concise understanding of each step of the process.
- Highly Responsive – We pride ourselves in fast response times when communicating with our clients. We will never let your questions or concerns go unaddressed.
- Proven Track Record – We’ve helped hundreds of families like you administer their trust.
- Personalized Attention – We respect and understand that every client’s needs are unique. We treat all our clients with the attention they deserve.
- Flexible Meeting Times – To accommodate your busy schedule.
- Where We Serve You – To accommodate your busy schedule.
- Where We Serve You – Our office is in Las Vegas and we are physically meeting with clients in our office as well as doing consultations by phone or virtually. We also administer trusts throughout Nevada.
Ask A Question
Describe Your Situation or Request A Consultation
Call (702) 202-4153
or fill out the short form below. We will usually respond within 1 business day but often do so the same day. Don’t hesitate, your questions are welcome.
The information you provide will be used to answer your question or to schedule an appointment if requested.
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The following are typical matters to be addressed in a trust administration:
- Determining when a trust comes into existence.
- Determining when trustee duties come into existence.
- Marshalling (finding and controlling) and determining status of trust assets.
- Determining status of beneficiaries.
- Providing notice of existence and terms of the trust to beneficiaries.
- Providing an inventory of trust property to beneficiaries.
- Establishing and funding sub-trust that may be created under the trust terms.
- Determining tax reporting requirements and payment of taxes such as estate and income taxes.
- Obtaining tax identification numbers.
- Determining creditors, if any, providing notice for opportunity to file claim, and payment of legitimate claims.
- Providing an accounting of financial transactions during the administration at regularly required intervals, and sub-trusts if applicable.
- Identifying and installing the Trustee.
Clients Reviews – CrestKey
Ann Sprague
“My 90+-year-old Japanese neighbor has been a client of Kirk Kaplan, Esq., CPA, for many years. She has a fairly complex couple of trusts and then there is the international factor with many beneficiaries residing in Japan. I always attend the meetings with her because, even though she is sound of mind, she is extremely hard of hearing and often needs assistance with what is being explained. Mr. Kaplan is patient and kind, and always spells everything out very carefully so that she can understand. He also understands the Japanese culture well and respects the etiquette rules. I know I am speaking for her when I say, Kirk Kaplan is the best! Thank you!”
Joan Dukore
“I hired Kirk Kaplan to look into my mother’s estate for me. He was excellent at explaining everything, and letting me know why and how the process worked. I can really appreciate getting one’s affairs done early and the pitfalls that can happen if not. I will definitely be hiring him again soon to get my estate in order.”
Janet Ward
“Kirk prepared our family trust. Kirk is extremely thorough and made the process easy and gave our family a great sense of security. When he reviewed the trust page by page he brought up long term plans and items we had never considered. Not only financial but also health and care for our teens. It feels great knowing all of our needs are met and worry our children do not need to deal with later in life.”
Actual Words Clients Have Used to Describe Us & Their Experience:
“we always had quick replies and resolution to problems as they arose”, “finally we found a trustworthy Attorney that delivers what he promises”, “outstanding attorney that gave full spectrum advice on a variety of issues”, “exactly what we needed and wanted and in the end provided a well protected trust”, “excellent at letting me know why and how the process worked”, “the staff are so professional and courteous”, “very thorough and detailed”, “courteous, prompt, helpful and professionalism was well noted”, “it feels great knowing all of our needs are met”, “professional, patient and informative”, “answered all of my questions and concerns professionally and honestly”, “extremely thorough and made the process easy and gave our family a great sense of security”, “holds a broad wealth of knowledge on the intricate elements on the law”, “I am fortunate to have found an attorney with great knowledge, integrity and a great personality”, “kind, compassionate, a good listener and provided excellent guidance throughout the process”, “my life is much better now thanks for his excellent work”, “without fail, Kirk has provided me with solution to my needs all resulting in positive outcomes”, “Kirk took the time necessary to educate me and to answer every question I had regarding our case”
If these are the qualities you are looking for in a Law Firm, then contact us to see if we are right for your situation and how we can help you and your family.
What To Do Now
We welcome your questions and want to understand your situation to help you move forward and achieve the peace of mind that comes with having everything done properly and efficiently. Call our law and accounting office (702) 202-4153 with questions, a description of your situation to see if we can assist or to schedule a consultation. Or you may simply fill out the form above on this page. Your form will be directly emailed to our office and you can expect a reply within 1 business day and often within hours the same day. All information you share is confidential.