ADMINISTRATION: Handling Trusts and Estates
FIDUCIARIES
Serving as an Executor or a Trustee is a big responsibility. With our estate & trust administration services, we guide you through the probate and tax processes, providing counseling and services, including probate, trust administration, estate and gift tax returns, and fiduciary income tax preparation, to ensure that you don’t run afoul of your fiduciary responsibilities or the law, and enabling you to administer the trust or estate, as the case may be, in an efficient and effective manner.
PROBATE AND ESTATE ADMINISTRATION
Probate is a legal proceeding in which the court oversees the administration and distribution of an estate in accordance with the decedent’s will and state law. We guide our clients through this process from start to finish by counseling them as to their obligations and deadlines, and preparing the papers required throughout the administration, including legal notices, pleadings, accountings, and distribution transfer documents.
TRUST ADMINISTRATION
We represent Trustees and Trust beneficiaries throughout the administration of trusts, counseling them as to their legal obligations and rights. For our trustee clients, we prepare accountings, required notices, correspondence, and practical advice as needed.