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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

Comprehensive Legal Services

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