Fiduciary Services
Fiduciary Compliance for
Individuals and Families
Lowenhaupt & Chasnoff LLC provides fiduciary services to protect your interests and assets. Our experienced attorneys can serve as trustees or guide wealth holders in overseeing their assets while ensuring legal compliance with their fiduciary duties. We work closely with individuals, family offices, trusted advisors and family foundations to provide expert wealth management solutions.
Our firm provides the following fiduciary services:
Trust document creation (revocable, irrevocable and special needs trusts)
Attorneys who serve as trustees and/or successor trustees
Trust execution in compliance with documents and applicable laws
Counseling and education to assist trustees in fulfilling their duties
Trustee succession strategy development
Accounting and tax record maintenance
Facilitation of communication among trustees, beneficiaries and custodians
Continuity across generations to uphold the grantor’s while enhancing the lives of the beneficiaries
Personalized support for individuals and the family’s mission