fbpx
Fiduciary Advisory Services
OVERVIEW

Fiduciary Advisory Services, a collaborative offering of Maynard Cooper’s Estate Planning and Fiduciary Litigation Practices, provides individual and institutional fiduciaries with advice and counsel to assist them in fulfilling their fiduciary duties while minimizing potential liability. Maynard Cooper’s Fiduciary Advisory Services Group brings to bear multiple state and federal law disciplines, providing a breadth of experience that enables us to advise our clients effectively in every aspect of their fiduciary responsibilities. Our Fiduciary Advisory Services Group includes seven highly-specialized attorneys who practice primarily in the area of trusts and estates, providing comprehensive counsel in gift and estate tax issues, estate planning, and trusts and estate administration. In addition, our group includes eight fiduciary litigators whose Litigation Practice is focused exclusively or primarily on the representation of trustees, executors and other fiduciaries in risk assessment, pre-litigation evaluation, alternate dispute resolution, litigation avoidance, and, when necessary, fiduciary litigation. We routinely serve our clients in the following areas:

  • Relationship acceptance, including the review and analysis of governing instruments and other risk factors prior to acceptance of appointment
  • Relationship termination, including resignation, releases, indemnities and court proceedings;
  • Petitions for instructions
  • Review and revision of forms
  • Review and revision of marketing materials
  • Advice with regard to applicable state laws throughout a multi-state footprint;
  • Represent clients in tax controversies and audits
  • Analyze opportunities for decanting, change of situs and change of principal place of administration
  • Advise clients regarding the administration of estate and trusts, such as distributing assets to the appropriate beneficiaries, minimizing risk and identifying successors-in-interest and analyzing tax implications
  • Draft or revise policies and procedures for trust departments and trust companies
  • Present seminars to trust advisors regarding current legal trends affecting trust administration

For advice and services to ERISA fiduciaries, see our related Employee Benefits and ERISA Litigation Practice Groups.

May 17, 2019
2019 LEGISLATIVE UPDATE: WEEK NINE

With 21 of the constitutionally permitted 30 days used after a three-day week this week, the 2019 Regular Legislative Session has begun to pick up the pace for a sprint to the finish. The House plans to take up only…

May 13, 2019
MAYNARD COOPER & GALE’S SASHA RAO NAMED TO DAILY JOURNAL’S LIST OF TOP WOMEN LAWYERS IN CALIFORNIA FOR 2019

Maynard Cooper & Gale is proud to announce Sasha Rao, Partner and Chair of Maynard Cooper’s Intellectual Property Practice, has been named one of Daily Journal’s Top Women Lawyers in California for 2019. The Daily Journal’s annual Top Woman Lawyer list…