Estate Administration

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
  • Annual maintenance programs to assist with ongoing trust administrations

Advanced Estate/Business Planning

Our Estate Administration Department also works with the Business Planning Department to structure inter-family business transfers in tax efficient ways.


Related Practices