Trust Administration

Northern Neck Trust Administration Attorneys

Dunton, Simmons & Dunton, L.L.P., specializes in the creation, modification and administration of trusts. Trusts can be used to dispose of your estate, protect assets and ensure assets are used for specific purposes, such as caring for a disabled beneficiary or for tax planning purposes.

The firm represents income beneficiaries who wish to increase the income received from an existing trust as well as residuary beneficiaries who want to be assured that reasonable assets are available after the income beneficiary's death. The firm is often hired to work with corporate trustees in order to improve their performances and to coordinate family tax planning.

The firm has long experience in acting as a trustee for its own clients, in cases where the person creating the trust prefers not to use a corporate trustee. We occasionally will act as trustee when so requested by longterm clients. Ammon G. Dunton, Jr., and Morgan W. Alley are the partners with primary responsibility for trust administration.

Ammon G. Dunton, Jr., has more than 50 years of experience in trust origination and administration. He brings a wealth of experience in business and banking, and as an asset manager, to act as trustee on numerous trusts. He has been selected by judges and his peers as a Virginia Super Lawyer in trust administration for as long as this designation has existed in Virginia.

Morgan W. Alley also devotes his time to trust creation and administration. He is familiar with all aspects of asset management and serves as general counsel to a major local trust company. He has been recognized as a member of the Virginia Legal Elite in trust administration.

Mr. Dunton is aided by the statistical and stock analysis skills of his partner, Morgan Alley, who also acts as trustee when requested to do so. They work together to act as trustees for trusts of selected firm clients. They also provide advice of fiduciary income taxation for trusts. The consequence of this approach is a substantial reduction in the costs of trust administration because bank trustees, tax specialists and other investment management professionals are not required. The trusts are managed individually, with separate client needs taken into account. This service is not available to the general public, but only to families who have longterm relationships with our firm.

Craig H. Smith has been appointed by the Lancaster County Circuit Court to supervise the administration of trusts in Lancaster County.

Contact our law office in White Stone, Virginia, at 804-435-5069 or 866-603-0774 to learn more.