Nashville Trust Administration Lawyer

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Trust Administration Attorney In Nashville, TN

Trusts offer a flexible and nuanced approach to estate planning. However, this flexibility can also add confusing, overwhelming, and frustrating elements to the process. If a loved one has recently died and appointed you as trustee, a skilled Nashville trust administration lawyer can help you with your case. They can guide you through each step and assist you in properly managing the trust. It is also helpful to understand the Tennessee probate process to see how trusts effectively bypass these court-supervised proceedings.

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About Us

Our team at Emmack Probate and Estate Law Group is committed to helping the people of Nashville, Franklin, and surrounding Middle Tennessee cities with their trust administration cases. Lead attorney Shanone Emmack has experience handling estate planning matters ranging from simple wills to complex, interlocking trusts. She utilizes a personalized, client-focused approach that prioritizes your unique concerns. As a professional Nashville trusts lawyer, she ensures every fiduciary duty is fulfilled to the highest legal standard.

Overview of Trust Administration Cases in Tennessee

Trusts can be a critical tool for estate planning in Tennessee that is underutilized. A 2025 survey found that, out of the 41% of people with estate planning documents, only 13% had a trust. The most common choice was a will, at 24%. One misconception about trusts is that they are for the ultra-wealthy, when in reality they can benefit Tennesseans across all income levels. Trustees should also be aware of beneficiary rights in Tennessee to maintain transparency and avoid legal disputes.

Trusts are a legal arrangement that functions as a separate legal entity to which the grantor can add assets and dictate how they are distributed when they die or are incapacitated. Upon creation, the grantor names a trustee who has a fiduciary responsibility to carry out their wishes, and names beneficiaries who receive property from the trust. Trusts can take many forms, including:

  • Revocable living trusts
  • Irrevocable trusts
  • Special needs trusts
  • Irrevocable life insurance trusts
  • Testamentary trusts
  • Tennessee Investment Services Trust

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What Is Trust Administration?

Trust administration is the process by which the grantor’s wishes are met. The exact proceedings change on a case-by-case basis. If the named trustee refuses or is unable to serve, a successor trustee, unanimous agreement among qualified beneficiaries, or a court-appointed party assumes responsibility. Our firm can assist if you need to close a revocable living trust after death in Tennessee to ensure all final tasks are completed.

Once the trustee is established, they are responsible for managing the trust administration proceeding. Key actions required include:

  • Identifying and securing all trust assets
  • Notifying beneficiaries in accordance with state regulations
  • Paying outstanding debts and applicable taxes
  • Managing trust assets and investing prudently
  • Supplying periodic reports to beneficiaries regarding actions taken
  • Distributing property to beneficiaries

Hire a Trust Administration Lawyer

Serving as a trustee can be overwhelming and stressful to handle alone. After assuming this responsibility, hiring a trust administration lawyer can help simplify the process. Your Nashville trust administration attorney can guide you through each step, help you avoid common mistakes, and assist with all aspects of your case. Key services Emmack Probate and Estate Law Group can provide include:

  • Reviewing the trust and explaining responsibilities. Trust language can be confusing, with complex provisions that are difficult to interpret. We can review the trust, explain your duties, clarify unclear wording, and outline what is required to fulfill the grantor’s wishes.
  • Drafting necessary paperwork. Trust administration cases require a wide range of notices, reports, and other paperwork. When you hire a trust administration lawyer, they can draft all necessary documents to ensure everything is legally sound.
  • Carrying out the grantor’s wishes. Some terms of a trust can be hard to complete on your own. A dedicated Nashville revocable trust attorney from our team will provide the technical support needed for asset transfers. Emmack Probate and Estate Law Group can assist in managing assets and advise you on how to follow the grantor’s wishes.
  • Resolving disputes. Tensions between family members and beneficiaries are often high after the grantor’s passing or incapacitation. Experienced legal counsel can help resolve disputes as a necessary third party that finds solutions before litigation is required. If a disagreement cannot be settled, our reliable Nashville trust disputes lawyer will advocate for the trust’s integrity in court.
  • Court representation. If a claim reaches court, your attorney can represent you in the proceedings. They can fight for you and advocate for your interests in all hearings, both in and outside of Davidson County Chancery Court.

FAQs

Do You Need a Trust Administration Lawyer in Tennessee?

Tennessee does not legally require you to have a lawyer to manage a trust. However, hiring legal counsel can come with many key benefits. Trust administration cases can be complex, with simple errors resulting in delays and potential litigation. Our trusted Nashville estate planning lawyer will help you fulfill the grantor’s intent while mitigating risk. An experienced attorney can avoid mistakes, match the grantor’s wishes, diffuse any potential disputes between beneficiaries, and bring needed knowledge to the proceedings.

What Cannot Be Held in a Tennessee Trust?

When managing a trust in Tennessee, it’s important to know what can and cannot be included. One key provision that cannot be included is a retirement account while the grantor is still alive. This includes 401(k)s, IRAs, Roth IRAs, and pension plans. These assets require alternative processes. Although you can include life insurance policies in a trust, it is often discouraged, as it can cause additional tax complications. You should also see if you can put your house in a trust to avoid creditors in Tennessee for enhanced asset protection.

What Is the Most Common Type of Trust in Tennessee?

The most common type of trust used in Tennessee is a revocable living trust. The key reasons why it is often chosen are that it is easy to modify, avoids probate, and can become applicable before death. Another frequent choice is an irrevocable trust, which cannot be changed easily, but can offer enhanced protection from creditors and can be used to provide supplemental aid to beneficiaries with special needs while still eligible for government benefits.

How Long Do Trust Administration Cases Take to Resolve in Tennessee?

How long your trust administration case takes to resolve depends on the type of trust, whether it is contested, and the complexity of the estate. A simple revocable trust with minimal provisions, plain terms, and a small group of beneficiaries can take a few months. A high-value complicated trust contested by multiple parties and with many interested parties can take many months or years to resolve. Your attorney can provide a rough timeline for your case.

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Speak With a Nashville Trust Administration Attorney Today

Emmack Probate and Estate Law Group understands how difficult it can be to serve as a trustee while grieving. Our experienced Nashville trust administration lawyers can assist you at every stage and make a meaningful difference throughout the process.

Contact us today for your free initial consultation to discuss your trust concerns and explore potential solutions in your case. You may also visit our Franklin office, located on Third Avenue North, a block northwest of Franklin Public Square and southeast of Mt. Hope Cemetery.

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