Our Estate Administration Department provides complete legal and tax solutions when your loved one has passed away. The team utilizes experience and in-depth knowledge in working with complicated estate administration issues. Our services include:
- Preparation of estate tax returns
- Preparation of gift tax returns
- Inventory of assets of estate
- Preparation of trust asset allocations
- Assistance with trust asset distributions
- Related accounting issues
- Probate
- Court matters involving Trust interpretation or modification
- Assistance with future income tax planning
- Representation of clients in audits of estate tax and gift tax returns
- Representation of either Trustee or Beneficiary in Trust matters