About Us
As senior estate planning attorneys, we are frequently requested to serve as sole or co-trustee for our clients’ trusts, in a current or successor trustee role, when no family member is available or a professional or independent trustee is desired. As a result, in 2016, SLL Fiduciary was born. It immediately filled a large need and continues to grow by providing longevity, continuity, and practical solutions for families who want to provide for loved one when they are not there. With decades of legal experience in trusts and estates, our trust administrators and staff at SLL Fiduciary bring exceptional expertise, professionalism, and life-experience to each trust they serve as trustee.
Our Services
When serving as trustee, SLL Fiduciary services include:
- Establishing positive working relationships with each beneficiary to develop appropriate distribution and investment plans pursuant to the terms of each trust
- Coordinating the investment of trust assets with financial advisors/managers
- Overseeing and supervising the preparation of trust tax returns, and those of the beneficiary, if desired
- Beneficiary meetings
- Payment of beneficiary bills
- Trust accountings
Jennifer M. Lo, Esq.
Managing Director
[email protected]
David M. Lipshutz, Esq.
Managing Director
[email protected].
Pamela B. Greenfield, Esq.
Director of Fiduciary Services
[email protected].
SLL Fiduciary
River Bend Office Park
200 Reservoir Street, Suite 209
Needham, Massachusetts 02494
Office number: (781) 371-0859
Email: [email protected]