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  2. Services
  3. Beneficiary Rights + Trustee / Executor Duties

Beneficiary Rights + Trustee / Executor Duties

In order to preserve a beneficiary’s rights and interest in an estate or a trust, the Trustee has the following duties:

  • Duty to administer Trust by its terms
  • Duty to furnish information and to communicate
  • Duty to account
  • Duty of loyalty and impartiality
  • Duty to avoid conflicts of interest
  • Duty to invest prudently

If a beneficiary feels they have not received enough information or question whether the executor or trustee is biased against them, we assist them in enforcing their rights and making sure that all of the above duties are scrupulously followed. Families frequently splinter into factions and these emotional conflicts may interfere with the appropriate management of a trust or estate. This can be especially true in blended families with step-parents.

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    Beneficiary Rights + Trustee / Executor Duties

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    Barton Gilman has received the following awards and recognitions

    • Best Lawyers
    • Best Law Firms
    • Best Places to Work Rhode Island
    • Outstanding Philanthropic Business
    • Super Lawyers
    • Common Good Award
    • Champions of Justice Community Partner Award

    Locations

    Boston
    75 Federal Street, 9th Floor, Boston, MA 02110
    Tel - 617.654.8200 Fax - 617.482.5350
    Providence
    One Financial Plaza, 18th Floor, Providence, RI 02903
    Tel - 401.273.7171 Fax - 401.273.2904
    New York
    55 Broadway, Bond Collective, 3rd Floor, Suite #412, New York, NY 10006
    Tel - 212.792.6246
    Philadelphia
    1617 JFK Boulevard, 20th Floor, Suite 2007, Philadelphia, PA 19103
    Tel - 215.874.0946 Fax - 215.709.9500
    Milford
    250 Broad Street, Milford, CT 06460
    Tel - 203.874.6773 Fax - 203.874.5765
    New Jersey
    165 Passaic Avenue, Suite 107 Fairfield, NJ 07004
    Tel - 973.256.9000 Fax - 973.256.9001
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