Private Fiduciary

Lagerlof, LLP’s Private Wealth & Fiduciary Team has extensive experience in the transfer of wealth, the administration of private trusts and estates, and the special challenges facing those who have been selected by others to make sound decisions about managing an estate.

Lagerlof, LLP’s Private Wealth & Fiduciary Team has extensive experience in the transfer of wealth, the administration of private trusts and estates, and the special challenges facing those who have been selected by others to make sound decisions about managing an estate.  

Our attorneys are skilled in counseling those trustees, executors and administrators so they can do that job professionally and efficiently. We develop a careful and thorough understanding of your family and your goals, and then employ our skills in helping you and your professional team  to produce strategic plans that align with your family’s needs, your financial vision and your desired outcomes. In this process, we often will conduct one or more “family meetings,” designed to discuss the family’s vision of the future, where we bring all generations together to discuss and plan for that future.

In many instances, we serve as the administrative staff for private fiduciaries, who were selected because of their special relationship with those who create the trust or estate, and who are trusted to implement the plan as intended.  In special and limited cases, our lawyers agree to serve as fiduciaries themselves – with the consent of family members.  In those instances, we are focused on implementation of the plan as it was designed, with a professional “back office” staff behind us.

Our areas of expertise are as follows: 

  • Annual, biennial and triennial accountings 
  • Event-driven accountings and accounting to the court
  • Beneficiary ages and evaluation of discretionary distributions 
  • Death of a trustee or beneficiary 
  • Resignation/removal of trustee 
  • Special-needs trusts 
  • Guardianships 
  • Conservatorships 
  • Court-ordered trust administration
  • Charitable trusts and foundations 
  • Tax reporting and consultation
  • Sales of assets
  • Selecting and evaluating outside investment management
  • Duties and liabilities of trustees and administrators 
  • Risk management
  • Bank acquisitions and consolidations 
  • Disgruntled beneficiaries  
  • Actions by a prior trustee 
  • Accounting evaluation and analysis 

Joshua Driskell

jdriskell@lagerlof.com

William Kruse

wkruse@lagerlof.com

Timothy Gosney

tgosney@lagerlof.com

Private Fiduciary Flyer:

Lagerlof, LLP is the largest firm in Pasadena. With 113 years of experience satisfying clients, we are leading the market in strategic support. We are a team of trusted legal advisors on a mission to provide every client with clarity and understanding to succeed in a complex world. Lagerlof, LLP stands for innovation tempered with practicality, for thoroughness countered with common sense, and above all else, for impeccable integrity.

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