Trust Administration: Controlling, Protecting, and Distributing Trust Assets

Mr. Hannon, III is a Senior Associate Attorney with Murtaugh Law LLP and assists individuals and families with estate planning, tax planning, and trust administration. He has extensive experience in both simple and complex trust and estate administration. Mr. Hannon's deep knowledge of administration informs his counsel on the planning side to provide efficiency and achieve better results. He advises clients on tax structures to preserve generational wealth and focuses on how the choices made in estate planning can help or hinder family dynamics.

Mr. Schwefel is a partner at Murtaugh LLP and advises fiduciaries, families, business owners, and nonprofit organizations on trust and estate matters where legal complexity intersects with real-world decision-making. His practice spans estate planning, trust administration, and trust and estate litigation, allowing him to guide clients through the full lifecycle of wealth transfer, business succession, and dispute. Mr. Schwefel is often brought in when situations become sensitive or high-stakes, including breakdowns between beneficiaries, scrutiny of fiduciary decisions, or estates involving closely held businesses, significant real estate holdings, or charitable interests. He frequently works with business owners in advance of liquidity events, helping them evaluate and implement estate planning strategies prior to a sale to preserve wealth and maximize available tax efficiencies.