Our services

Trust Administration

Trust Administration

Trust Administration

Rockville, MD
Richard A. Burton, Jr., Esq

Trust Administration

Trust administration involves the management and distribution of assets held in a trust according to the terms outlined in the trust document. When a person creates a trust, they appoint a trustee to oversee the administration of the trust and carry out their wishes. The trustee has a fiduciary duty to act in the best interests of the trust beneficiaries and to administer the trust according to the settlor’s instructions.

Trust administration typically includes tasks such as managing trust assets, investing funds prudently, distributing income and principal to beneficiaries, and maintaining accurate records of all transactions. Additionally, the trustee may be responsible for filing tax returns, providing accountings to beneficiaries, and resolving any disputes that arise during the administration process.

  • Gain peace of mind
  • Fulfill your fiduciary duties
  • Preserve assets
  • Maximize the value of the trust
  • Fiduciary Responsibilities
  • Record Keeping

  • Coordination with Tax Professionals
  • Manage Assets
  • Meet Deadlines
  • Communicate with Beneficiaries

Contact us today to schedule a Free Consultation.

25 Wood Lane
Rockville, MD 20850
(301) 941-3620

Our services

Other services we offer

Estate Planning

Estate Planning involves the drafting of documents, such as wills and trusts, to ensure that your legacy will be passed on accordingly.

Elder Law

Elder Law is a combination of legal fields for issues affected by aging.  It includes asset projection for Medicaid Planning and long-term care.

Medicaid Planning

Medicaid planning involves using strategies for using and preserving assets while enabling loved ones to qualify for Medicaid.


Probate is the administration of an estate in probate.  Closely related is the administration of trusts, which become irrevocable at death.

Trust Administration

Upon the death of the grantor, Trustees must notify beneficiaries and administer the trust according to the Trust Agreement.


Guardianship involves using the legal process to take control of a person’s affairs who is unable to manage them on their own.

Richard A. Burton, Jr., Esq.

Mr. Burton has years of experience helping families all over Maryland protect themselves and plan for the future.  He was raised in Gaithersburg, Maryland and graduated from Quince Orchard High School.

As a member of the National Academy of Elder Law Attorneys and the Society of Financial Service Professionals, he has developed a reputation as a strong advocate and counselor. He works closely with other professionals in finance and accounting to deliver the best results for his clients.

Mr. Burton was admitted to practice law in Maryland in 2016. Since then, he has focused exclusively on Estate Planning and Elder Law which comprise diverse and ever-changing bodies of law.

He is an accomplished jazz pianist and in college was the pianist for Synthesis, the premier jazz ensemble at Brigham Young University.

Mr. Burton lives in Gaithersburg with his wife and two children.