Trust Administration
Trust Administration Attorney in Naples, FL
Just named successor trustee? Forza Law PLLC advises trustees through each stage of trust administration so the trust works as intended.
- Guidance for successor trustees
- Assets, debts, taxes and distributions
- Tax-aware trust administration
Talk With a Trust Administration Attorney
Tell us a little about what you need and we will follow up to schedule a consultation.
Submitting this form does not create an attorney-client relationship. Please do not send confidential information until we have agreed to represent you.
- Naples office on Golden Gate Pkwy
- Serving Collier and Lee County
- Estate and income tax reviewed together
- Se habla español
What a successor trustee needs to know
After a death or incapacity, the successor trustee is responsible for carrying out the trust's terms. That role comes with legal duties to the beneficiaries, and mistakes can create personal liability.
Our trust administration attorneys help trustees in Naples and across Southwest Florida handle each step correctly, including the tax side.
Trust administration support
Identifying trust assets
Locate, secure and manage what the trust owns.
Beneficiary notices
Communicate with beneficiaries as Florida law requires.
Debts and expenses
Pay valid debts and administration costs.
Taxes
Address income tax, estate tax and basis questions.
Distributions
Distribute property according to the trust.
Trustee questions
Get clear answers before you act.
Why families choose Forza Law
Estate and income tax in the same review
Standard planning often looks at estate tax alone. We look at income, capital gains and gift tax too, so your plan works for the people who inherit.
Built for business and property owners
Your plan accounts for business ownership, real estate holdings and multi-entity structures, not just a basic set of documents.
You always know where you stand
We explain your options in plain terms so your documents are set up for real-world use, not just legal sufficiency.
A plan that keeps up with your life
As you buy, sell, grow a business or go through life changes, we stay available to update your plan.
How it works
Reach out
Call our Naples office or send the short form. We will follow up to set a time to talk.
Consultation
We review your assets, your goals and your potential exposure, including tax.
A clear path forward
We outline next steps, prepare your documents and walk you through signing and what comes after.
Your attorneys
Brianna Ayala
Managing Attorney
Brianna focuses primarily on estate planning and also advises clients in probate. Before joining Forza Law, she ran her own law practice for five years. J.D., Ave Maria School of Law.
Brian Zingaretti
Attorney
Brian focuses on federal and state tax strategy for individuals and businesses. Before practicing law, he spent a decade in public accounting. J.D., cum laude, Ave Maria School of Law.
Serving Naples and Southwest Florida
Our office is at 2640 Golden Gate Pkwy, Suite 111, in Naples. We work with clients throughout Collier County and Lee County.
- Naples
- Marco Island
- Bonita Springs
- Estero
- Fort Myers
- Cape Coral
- Collier County
- Lee County
Frequently asked questions
A successor trustee manages trust assets, communicates with beneficiaries, pays debts, expenses and taxes, and distributes property according to the trust.
Usually not. Trust administration is generally handled outside of court, though Florida law still sets duties and notice rules.
Yes. Florida law requires a trustee to notify qualified beneficiaries of the trust, generally within 60 days of accepting the role.
Yes. Florida law generally allows a trustee reasonable compensation unless the trust says otherwise.
Get guidance as a trustee
Call our Naples office or send a message to schedule a consultation.