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Trust Administration in New Jersey and New York

Helping families carry out a loved one’s trust with care and precision.

When someone creates a trust, they appoint a trustee to manage their assets and follow the instructions outlined in that trust. After the trust creator passes, the trustee becomes responsible for gathering property, paying debts, and distributing assets according to those terms.

Why trust administration matters

A trust avoids the need for probate, but it still requires careful management. The trustee must follow both the trust document and state law—handling money responsibly, filing tax returns, and keeping accurate records. Without proper guidance, even small mistakes can create financial or legal problems later.

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We provide the legal and practical support needed to carry out those responsibilities efficiently and keep family relationships intact during a sensitive time.

How we help families administer a trust

Reviewing the Trust and Responsibilities

Explain what the trust requires and outline each step so the trustee understands their duties before taking action.

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Gathering and Valuing Assets

Identify all property owned by the trust and determine accurate values for accounting and tax purposes.

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Paying Debts and Final Expenses

Confirm outstanding obligations, communicate with creditors, and make payments as required by law and the trust’s terms.

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Filing Required Tax Returns

Prepare or coordinate fiduciary income tax returns and ensure all filings are made on time.

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Distributing Trust Assets

Transfer property and funds to beneficiaries in accordance with the trust document, keeping clear records of every distribution.

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Ongoing Trustee Support

Provide continuing guidance for trustees managing ongoing or long-term trusts to ensure compliance and accountability.

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"Joe is a detail-oriented advocate for his clients - he's definitely the person you want in your corner, whether it's handling your parents estates, or making one for yourself."

- Anthony

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Meet Joseph A. D’Urso III

I grew up here in Bergen County, surrounded by family, friends, and a community that shaped who I am today. After earning my law degree, I decided to build a practice focused on helping local families plan for the future and avoid the confusion and conflict that often follow a loss. My approach is personal and straightforward; I take the time to understand your situation, clearly explain your options, and help you make informed decisions that bring peace of mind. I’m proud to serve clients across New Jersey and New York, helping them protect the people and things that matter most.

Serving families throughout New Jersey and New York

Based in Bergen County, Joe works with parents in Ridgewood, River Vale, Hillsdale, Montvale, Westwood, Park Ridge, Paramus, and Emerson, as well as across Rockland County and the greater New York area.

Contact The Law Offices of Joseph D’Urso

Have questions about estate planning or not sure where to start? Fill out the form or reach out directly by phone or email. We’ll get back to you soon to schedule a short discovery call and learn more about your goals.

201-844-8744

Joe@JDursoLaw.com

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