Advice to Fiduciaries

RWA’s team of professionals is ready to bring to bear their experience and skills on issues you may face when serving as a fiduciary or dealing with one.

Advice to Fiduciaries

If a family member or friend has asked you to serve as trustee, you can turn to RWA for advice about your role and for help in carrying it out.

RWA’s team of professionals can provide advice about your responsibilities and can help with the administrative and tax reporting obligations the position entails. The firm can also advise about other fiduciary roles, such as serving as personal representative of a decedent’s estate, conservator or guardian of an incapacitated person, or attorney-in-fact under a durable power of attorney.

RWA has a long-standing tradition of providing advice to fiduciaries. Our professionals have also made significant contributions to the laws governing the relationship between beneficiaries and fiduciaries that have brought greater certainty and workability to these rules.

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