TRUST & ESTATE ADMINISTRATION
Our extensive experience in administering complex estates and trusts enables us to assist clients in the most tax-efficient and beneficial way to fulfill the terms of the particular will or trust. We assist family members, beneficiaries, and fiduciaries upon the death or disability of a loved one by providing a smooth transition and expert guidance through the complexities of the probate, trust administration and transfer tax systems– to ensure that they are properly advised of their rights and obligations and that the estate or trust is properly and efficiently administered.
Our trust and estate administration services include the following:
- Probate Administration of Testate and Intestate Estates
- Administration of Trusts
- Marshaling, Preservation and Valuation of Estate and Trust Assets
- Preparation of Estate and Gift Tax Returns
- Estate and Gift Tax Return IRS Audits
- Post-mortem Tax and Other Planning
- Preparation and Settlement of Fiduciaries’ Accounts
- Representation of Fiduciaries in Administering Trusts
- Uncontested Will and Trust Construction, Reformation or Termination Proceedings