Compassionate Guidance From a Trusted Partner
The complexities of estate administration can create legal, financial, and emotional hurdles after the loss of a loved one. To get through this difficult process, our attorneys steadfast support and expert guidance at every stage to solve complicated trust and estate administration issues.
Our teams understand the intricacies of estate administration and collaborate closely with trustees, executors, and personal representatives to minimize stress and maximize efficiency.
Beyond estate administration, we offer comprehensive estate planning and business succession services for secure financial futures that preserve your loved one’s vision.
Services For Trust & Estate Administration Include:
- Preparation of estate tax returns
- Preparation of gift tax returns
- Assistance with collecting and valuing trust and estate assets
- Preparation of trust asset allocations
- Preparation of subtrust funding documents
- Preparation of trust accountings
- Coordination of tax matters with accountants and other tax advisors
- Probate and court petitions related to disposition of assets
- Court matters involving trust interpretation or modification
- Representation of clients in audits of estate tax and gift tax returns
